Global Retirement Partners’s Invesco PureBeta MSCI USA Small Cap ETF PBSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,886	Closed	-$60.5K	–	3271
2023 Q1	$60.5K	Buy	1,886 +985	+109%	+$33.4K	﹤0.01%	1154
2022 Q4	$28.9K	Buy	901 +3	+0.3%	+$97	﹤0.01%	1327
2022 Q3	$30K	Buy	898 +13	+1%	+$426	﹤0.01%	1215
2022 Q2	$27K	Buy	885 +3	+0.3%	+$100	﹤0.01%	1234
2022 Q1	$28K	Buy	+882	New	+$32.2K	﹤0.01%	1229

Other funds holding PBSM

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Global Retirement Partners's PBSM Position: Q2 2023 in Review

Global Retirement Partners sold out of Invesco PureBeta MSCI USA Small Cap ETF (PBSM) in Q2 2023, closing a stake of 1,886 shares — an estimated $60.5K sold.

Global Retirement Partners first reported a position in PBSM in Q1 2022 and held it in 5 quarters. The position peaked at $60.5K in Q1 2023. 1 fund tracked by Wall St. Rank holds PBSM as of Q2 2023.

Global Retirement Partners reported no remaining Invesco PureBeta MSCI USA Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Global Retirement Partners sold 1,886 Invesco PureBeta MSCI USA Small Cap ETF shares in Q2 2023, an estimated $60.5K.
Global Retirement Partners first reported a position in Invesco PureBeta MSCI USA Small Cap ETF in Q1 2022 and held it in 5 quarters.
Global Retirement Partners's Invesco PureBeta MSCI USA Small Cap ETF position peaked at $60.5K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco PureBeta MSCI USA Small Cap ETF as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.