Global Retirement Partners, LLC AMZA ETFIS SER TR I

Ownership history in Global Retirement Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported ETFIS SER TR I (AMZA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows AMZA at 0.06% 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 AMZA 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 ETFIS SER TR I, 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

AMZA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

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 AMZA — position size vs. price
% of Fund (quarterly)    AMZA 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 ADDED 82,195 +10,054 +13.9% 0.06% $3.8M 2026-08-06 $48.91
2025 Q4 REDUCED 38.6% +19.4% 72,141 -45,316 -38.6% 0.05% $2.9M 2026-02-06 $41.33
2025 Q3 ADDED 117,457 +5,292 +4.7% 0.11% $4.7M 2025-10-21 $36.17
2025 Q2 REDUCED 112,165 -184 -0.2% 0.12% $4.9M 2025-08-12 $38.99
2024 Q4 ADDED 112,349 +37,870 +50.8% 0.14% $4.8M 2025-01-31 $41.16
2024 Q3 REDUCED 74,479 -2,008 -2.6% 0.09% $3.0M 2024-10-16 $35.28
2024 Q2 ADDED 76,487 +73,845 +2795.0% 0.10% $3.1M 2024-07-23 $35.78
2024 Q1 ADDED 2,642 +1,193 +82.3% 0.00% $109K 2024-04-23 $33.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Retirement Partners, LLC and AMZA

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 AMZA?

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

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

The largest reported portfolio weight for AMZA was 0.14% in 2024 Q4.

What is the latest reported AMZA position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 82,195 shares, equal to 0.06% of portfolio, with an estimated market value of $3.8M.

What does the chart on this AMZA ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly AMZA 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 AMZA position?

Based on 13F filing dates vs. subsequent AMZA price moves, Global Retirement Partners, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AMZA relative to SPY over the holding period was +1.5%.

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