Advisornet Financial’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Advisornet Financial’s Portfolio GRPM Stock Details GRPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-57	Closed	-$3K	–	1778
2020 Q2	$3K	Sell	57 -4,758	-99%	-$254K	﹤0.01%	1528
2020 Q1	$216K	Sell	4,815 -9,015	-65%	-$541K	0.02%	448
2019 Q4	$933K	Sell	13,830 -818	-6%	-$53.1K	0.08%	227
2019 Q3	$927K	Buy	14,648 +1,583	+12%	+$99.6K	0.09%	223
2019 Q2	$843K	Buy	13,065 +3,760	+40%	+$241K	0.09%	212
2019 Q1	$593K	Buy	9,305 +2,559	+38%	+$160K	0.07%	255
2018 Q4	$375K	Buy	6,746 +2,841	+73%	+$176K	0.05%	288
2018 Q3	$266K	Buy	+3,905	New	+$267K	0.03%	368

Other funds holding GRPM

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Advisornet Financial's GRPM Position: Q3 2020 in Review

Advisornet Financial sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2020, closing a stake of 57 shares — an estimated $3K sold.

Advisornet Financial first reported a position in GRPM in Q3 2018 and held it in 8 quarters. The position peaked at $933K in Q4 2019. 24 funds tracked by Wall St. Rank hold GRPM as of Q3 2020.

Advisornet Financial reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2020 after selling out during the quarter.
Advisornet Financial sold 57 Invesco S&P MidCap 400 GARP ETF shares in Q3 2020, an estimated $3K.
Advisornet Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2018 and held it in 8 quarters.
Advisornet Financial's Invesco S&P MidCap 400 GARP ETF position peaked at $933K in Q4 2019.
24 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.