BRWA
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B. Riley Wealth Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-2,304
Closed -$208K – 1447
2021
Q3 		$208K Buy
+2,304
New +$210K 0.01% 1231

Other funds holding GRPM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

B. Riley Wealth Advisors's GRPM Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2021, closing a stake of 2,304 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in GRPM in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 39 funds tracked by Wall St. Rank hold GRPM as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,304 Invesco S&P MidCap 400 GARP ETF shares in Q4 2021, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $208K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.