Global Retirement Partners’s VanEck Retail ETF RTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.57K	Hold	30	–	–	﹤0.01%	3270
2025 Q3	$7.54K	Hold	30	–	–	﹤0.01%	2805
2025 Q2	$7.17K	Buy	+30	New	+$6.9K	﹤0.01%	2751
2024 Q4	$1.13K	Hold	5	–	–	﹤0.01%	3252
2024 Q3	$1.09K	Hold	5	–	–	﹤0.01%	3124
2024 Q2	$1.03K	Hold	5	–	–	﹤0.01%	3159
2024 Q1	$1.05K	Buy	+5	New	+$994	﹤0.01%	2964
2020 Q2	–	Sell	-187	Closed	-$20K	–	1708
2020 Q1	$20K	Buy	+187	New	+$21.8K	﹤0.01%	807

Other funds holding RTH

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Global Retirement Partners's RTH Position: Q4 2025 in Review

Global Retirement Partners held its VanEck Retail ETF (RTH) position steady in Q4 2025 at 30 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Global Retirement Partners first reported a position in RTH in Q1 2020 and has held it in 8 quarters since. The position peaked at $20K in Q1 2020. 73 funds tracked by Wall St. Rank hold RTH as of Q4 2025.

Global Retirement Partners held 30 shares of VanEck Retail ETF worth $7.57K as of Q4 2025.
Global Retirement Partners left its VanEck Retail ETF share count unchanged in Q4 2025.
VanEck Retail ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3270 holding.
Global Retirement Partners first reported a position in VanEck Retail ETF in Q1 2020 and has held it in 8 quarters since.
Global Retirement Partners's VanEck Retail ETF position peaked at $20K in Q1 2020.
73 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.