Global Retirement Partners’s Global X Video Games & Esports ETF HERO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-149	Closed	-$2.71K	–	3410
2023 Q3	$2.71K	Hold	149	–	–	﹤0.01%	2418
2023 Q2	$3.05K	Hold	149	–	–	﹤0.01%	2390
2023 Q1	$2.95K	Hold	149	–	–	﹤0.01%	2362
2022 Q4	$2.79K	Buy	+149	New	+$2.71K	﹤0.01%	2236

Other funds holding HERO

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Global Retirement Partners sold out of Global X Video Games & Esports ETF (HERO) in Q4 2023, closing a stake of 149 shares — an estimated $2.71K sold.

Global Retirement Partners first reported a position in HERO in Q4 2022 and held it in 4 quarters. The position peaked at $3.05K in Q2 2023. 55 funds tracked by Wall St. Rank hold HERO as of Q4 2023.

Global Retirement Partners reported no remaining Global X Video Games & Esports ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 149 Global X Video Games & Esports ETF shares in Q4 2023, an estimated $2.71K.
Global Retirement Partners first reported a position in Global X Video Games & Esports ETF in Q4 2022 and held it in 4 quarters.
Global Retirement Partners's Global X Video Games & Esports ETF position peaked at $3.05K in Q2 2023.
55 funds tracked by Wall St. Rank held Global X Video Games & Esports ETF as of Q4 2023.

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