GRP
ASPY

Global Retirement Partners’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

Global Retirement Partners’s Portfolio ASPY Stock Details ASPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,815
Closed -$45.6K – 3518
2023
Q3 		$45.6K Sell
1,815
-150
-8% -$3.92K ﹤0.01% 1321
2023
Q2 		$51.5K Buy
1,965
+100
+5% +$2.59K ﹤0.01% 1258
2023
Q1 		$48K Sell
1,865
-30
-2% -$784 ﹤0.01% 1261
2022
Q4 		$49.9K Buy
1,895
+140
+8% +$3.76K ﹤0.01% 1084
2022
Q3 		$48K Buy
1,755
+330
+23% +$8.84K ﹤0.01% 1031
2022
Q2 		$39K Buy
1,425
+346
+32% +$9.48K ﹤0.01% 1091
2022
Q1 		$29K Buy
+1,079
New +$30.6K ﹤0.01% 1208
2021
Q4 		– Sell
-475
Closed -$13K – 1945
2021
Q3 		$13K Buy
+475
New +$13.2K ﹤0.01% 1353

Other funds holding ASPY

EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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

Global Retirement Partners sold out of ASYMmetric Smart S&P 500 ETF (ASPY) in Q4 2023, closing a stake of 1,815 shares — an estimated $45.6K sold.

Global Retirement Partners first reported a position in ASPY in Q3 2021 and held it in 8 quarters. The position peaked at $51.5K in Q2 2023. 1 fund tracked by Wall St. Rank holds ASPY as of Q4 2023.

  • Global Retirement Partners reported no remaining ASYMmetric Smart S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 1,815 ASYMmetric Smart S&P 500 ETF shares in Q4 2023, an estimated $45.6K.
  • Global Retirement Partners first reported a position in ASYMmetric Smart S&P 500 ETF in Q3 2021 and held it in 8 quarters.
  • Global Retirement Partners's ASYMmetric Smart S&P 500 ETF position peaked at $51.5K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held ASYMmetric Smart S&P 500 ETF as of Q4 2023.

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