Global Retirement Partners’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return RJA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,025	Closed	-$131K	–	3082
2022 Q2	$131K	Hold	14,025	–	–	0.01%	663
2022 Q1	$149K	Buy	+14,025	New	+$133K	0.01%	626
2021 Q4	–	Sell	-15,380	Closed	-$123K	–	1988
2021 Q3	$123K	Buy	15,380 +629	+4%	+$4.87K	0.01%	590
2021 Q2	$114K	Sell	14,751 -228	-2%	-$1.73K	0.01%	600
2021 Q1	$104K	Buy	14,979 +1,300	+10%	+$8.95K	0.01%	567
2020 Q4	$90K	Buy	13,679 +461	+3%	+$2.74K	0.01%	556
2020 Q3	$73K	Buy	13,218 +4,595	+53%	+$24.1K	0.01%	555
2020 Q2	$43K	Buy	8,623 +1,546	+22%	+$7.44K	0.01%	681
2020 Q1	$34K	Buy	7,077 +330	+5%	+$1.74K	0.01%	665
2019 Q4	$38K	Buy	6,747 +236	+4%	+$1.27K	0.01%	714
2019 Q3	$34K	Buy	6,511 +500	+8%	+$2.62K	0.01%	727
2019 Q2	$33K	Sell	6,011 -543	-8%	-$2.96K	0.01%	723
2019 Q1	$36K	Buy	6,554 +1,171	+22%	+$6.61K	0.01%	640
2018 Q4	$30K	Buy	5,383 +726	+16%	+$4.18K	0.01%	640
2018 Q3	$26K	Buy	4,657 +3,629	+353%	+$21.3K	0.01%	741
2018 Q2	$6K	Buy	1,028 +543	+112%	+$3.38K	﹤0.01%	1176
2018 Q1	$3K	Buy	+485	New	+$3K	﹤0.01%	1300

Other funds holding RJA

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Global Retirement Partners's RJA Position: Q3 2022 in Review

Global Retirement Partners sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return (RJA) in Q3 2022, closing a stake of 14,025 shares — an estimated $131K sold.

Global Retirement Partners first reported a position in RJA in Q1 2018 and held it in 17 quarters. The position peaked at $149K in Q1 2022. 59 funds tracked by Wall St. Rank hold RJA as of Q3 2022.

Global Retirement Partners reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 14,025 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return shares in Q3 2022, an estimated $131K.
Global Retirement Partners first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return in Q1 2018 and held it in 17 quarters.
Global Retirement Partners's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position peaked at $149K in Q1 2022.
59 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.