Global Retirement Partners, LLC AMOM EXCHANGE LISTED FDS TR

Ownership history in Global Retirement Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported EXCHANGE LISTED FDS TR (AMOM) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows AMOM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in EXCHANGE LISTED FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMOM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Retirement Partners, LLC held AMOM — position size vs. price
% of Fund (quarterly)    AMOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,324 -158 -10.7% 0.00% $85K 2026-08-06 $57.52
2025 Q4 UNCHANGED 1,482 0% 0.00% $72K 2026-02-06 $51.07
2025 Q3 REDUCED 1,482 -40 -2.6% 0.00% $72K 2025-10-21 $48.95
2025 Q2 ADDED 1,522 +347 +29.5% 0.00% $70K 2025-08-12 $46.54
2024 Q4 ADDED 1,175 +330 +39.1% 0.00% $53K 2025-01-31 $46.45
2024 Q3 ADDED 845 +75 +9.7% 0.00% $36K 2024-10-16 $43.44
2024 Q2 ADDED 770 +220 +40.0% 0.00% $32K 2024-07-23 $41.70
2024 Q1 ADDED 550 +100 +22.2% 0.00% $21K 2024-04-23 $36.25
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Retirement Partners, LLC and AMOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning AMOM?

Global Retirement Partners, LLC reported AMOM across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMOM position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for AMOM was 0.00% in 2025 Q2.

What is the latest reported AMOM position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 1,324 shares, equal to 0.00% of portfolio, with an estimated market value of $85K.

What does the chart on this AMOM ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly AMOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Retirement Partners, LLC time their AMOM position?

Based on 13F filing dates vs. subsequent AMOM price moves, Global Retirement Partners, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on AMOM relative to SPY over the holding period was +1.5%.

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