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
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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Global Retirement Partners held its Franklin Exponential Data ETF (XDAT) position steady in Q4 2025 at 150 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Global Retirement Partners first reported a position in XDAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.21K in Q3 2025. 4 funds tracked by Wall St. Rank hold XDAT as of Q4 2025.

Global Retirement Partners held 150 shares of Franklin Exponential Data ETF worth $3.88K as of Q4 2025.
Global Retirement Partners left its Franklin Exponential Data ETF share count unchanged in Q4 2025.
Franklin Exponential Data ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3517 holding.
Global Retirement Partners first reported a position in Franklin Exponential Data ETF in Q2 2024 and has held it in 6 quarters since.
Global Retirement Partners's Franklin Exponential Data ETF position peaked at $4.21K in Q3 2025.
4 funds tracked by Wall St. Rank held Franklin Exponential Data ETF as of Q4 2025.

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