Global Retirement Partners’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	+4,958	New	+$252K	﹤0.01%	1441
2025 Q4	$12.5K	Buy	244 +11	+5%	+$566	﹤0.01%	3070
2025 Q3	$12K	Buy	233 +21	+10%	+$1.08K	﹤0.01%	2624
2025 Q2	$10.9K	Buy	+212	New	+$10.8K	﹤0.01%	2576
2024 Q4	$12.3K	Buy	238 +206	+644%	+$10.7K	﹤0.01%	2312
2024 Q3	$1.65K	Buy	+32	New	+$1.65K	﹤0.01%	2998

Other funds holding TFLR

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Global Retirement Partners's TFLR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in T. Rowe Price Floating Rate ETF (TFLR) in Q2 2026: 4,958 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFLR as recently as Q4 2025.

Global Retirement Partners first reported a position in TFLR in Q3 2024 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

Global Retirement Partners held 4,958 shares of T. Rowe Price Floating Rate ETF worth $250K as of Q2 2026.
T. Rowe Price Floating Rate ETF was a new Global Retirement Partners position in Q2 2026.
T. Rowe Price Floating Rate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1441 holding.
Global Retirement Partners first reported a position in T. Rowe Price Floating Rate ETF in Q3 2024 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.