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Global Retirement Partners’s Franklin Exponential Data ETF XDAT Stock Holding History

Global Retirement Partners’s Portfolio XDAT Stock Details XDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75K Buy
+150
New +$3.54K ﹤0.01% 3795
2025
Q4 		$3.88K Hold
150
– – ﹤0.01% 3517
2025
Q3 		$4.21K Hold
150
– – ﹤0.01% 3049
2025
Q2 		$4.11K Buy
+150
New +$3.7K ﹤0.01% 2987
2024
Q4 		$3.81K Hold
150
– – ﹤0.01% 2811
2024
Q3 		$3.54K Hold
150
– – ﹤0.01% 2712
2024
Q2 		$3.43K Buy
+150
New +$3.3K ﹤0.01% 2777

Other funds holding XDAT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Franklin Exponential Data ETF (XDAT) in Q2 2026: 150 shares worth $3.75K. The stake represents ﹤0.01% of the portfolio and ranks #3795 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XDAT as recently as Q4 2025.

Global Retirement Partners first reported a position in XDAT in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.21K in Q3 2025. 7 funds tracked by Wall St. Rank hold XDAT as of Q2 2026.

  • Global Retirement Partners held 150 shares of Franklin Exponential Data ETF worth $3.75K as of Q2 2026.
  • Franklin Exponential Data ETF was a new Global Retirement Partners position in Q2 2026.
  • Franklin Exponential Data ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3795 holding.
  • Global Retirement Partners first reported a position in Franklin Exponential Data ETF in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Franklin Exponential Data ETF position peaked at $4.21K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Franklin Exponential Data ETF as of Q2 2026.

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