AF
GRPM icon

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 – 1782
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

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return