Global Retirement Partners’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Global Retirement Partners’s Portfolio ACTV Stock Details ACTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,208	Closed	-$124K	–	3358
2023 Q3	$124K	Buy	4,208 +380	+10%	+$12.1K	0.01%	847
2023 Q2	$121K	Sell	3,828 -45	-1%	-$1.34K	0.01%	866
2023 Q1	$112K	Buy	3,873 +370	+11%	+$11.5K	0.01%	868
2022 Q4	$103K	Buy	3,503 +2,135	+156%	+$62.2K	0.01%	809
2022 Q3	$40K	Sell	1,368 -580	-30%	-$17.7K	﹤0.01%	1107
2022 Q2	$59K	Buy	1,948 +595	+44%	+$19.5K	﹤0.01%	931
2022 Q1	$42K	Buy	+1,353	New	+$47.7K	﹤0.01%	1057

Other funds holding ACTV

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's ACTV Position: Q4 2023 in Review

Global Retirement Partners sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2023, closing a stake of 4,208 shares — an estimated $124K sold.

Global Retirement Partners first reported a position in ACTV in Q1 2022 and held it in 7 quarters. The position peaked at $124K in Q3 2023. 24 funds tracked by Wall St. Rank hold ACTV as of Q4 2023.

Global Retirement Partners reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 4,208 LeaderShares Activist Leaders ETF shares in Q4 2023, an estimated $124K.
Global Retirement Partners first reported a position in LeaderShares Activist Leaders ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's LeaderShares Activist Leaders ETF position peaked at $124K in Q3 2023.
24 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.