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Aevitas Wealth Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-125
Closed -$7K – 185
2019
Q1 		$7K Buy
+125
New +$7.8K 0.01% 322

Other funds holding GRPM

HCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aevitas Wealth Management's GRPM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2019, closing a stake of 125 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in GRPM in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 35 funds tracked by Wall St. Rank hold GRPM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 125 Invesco S&P MidCap 400 GARP ETF shares in Q2 2019, an estimated $7K.
  • Aevitas Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $7K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.