Global Retirement Partners’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$244K	Hold	2,821	–	–	﹤0.01%	1353
2025 Q3	$244K	Hold	2,821	–	–	0.01%	1079
2025 Q2	$235K	Buy	+2,821	New	+$212K	0.01%	1008
2024 Q4	$189K	Buy	+2,511	New	+$194K	0.01%	979

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

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

Global Retirement Partners held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q4 2025 at 2,821 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Global Retirement Partners first reported a position in TDV in Q4 2024 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold TDV as of Q4 2025.

Global Retirement Partners held 2,821 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $244K as of Q4 2025.
Global Retirement Partners left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q4 2025.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1353 holding.
Global Retirement Partners first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q4 2025.

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