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

Aspire 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
2024 Q3	$59.5K	Sell	508 -25	-5%	-$2.89K	0.03%	139
2024 Q2	$61K	Hold	533	–	–	0.03%	131
2024 Q1	$64.1K	Sell	533 -3	-0.6%	-$317	0.04%	129
2023 Q4	$52.7K	Buy	536 +494	+1,176%	+$44.3K	0.04%	124
2023 Q3	$3.67K	Hold	42	–	–	﹤0.01%	167
2023 Q2	$3.82K	Buy	+42	New	+$3.63K	﹤0.01%	174

Other funds holding GRPM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspire Wealth Management's GRPM Position: Q3 2024 in Review

Aspire Wealth Management reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.7% in Q3 2024, selling an estimated $2.89K and leaving 508 shares worth $59.5K. The position accounts for 0.03% of the portfolio, ranked #139.

Aspire Wealth Management first reported a position in GRPM in Q2 2023 and has held it in 6 quarters since. The position peaked at $64.1K in Q1 2024. 81 funds tracked by Wall St. Rank hold GRPM as of Q3 2024.

Aspire Wealth Management held 508 shares of Invesco S&P MidCap 400 GARP ETF worth $59.5K as of Q3 2024.
Aspire Wealth Management sold 25 Invesco S&P MidCap 400 GARP ETF shares in Q3 2024, an estimated $2.89K.
Invesco S&P MidCap 400 GARP ETF made up 0.03% of Aspire Wealth Management's portfolio in Q3 2024, its #139 holding.
Aspire Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2023 and has held it in 6 quarters since.
Aspire Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $64.1K in Q1 2024.
81 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.