Benjamin F. Edwards & Company’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Benjamin F. Edwards & Company’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
2022 Q2	–	Sell	-48	Closed	-$4K	–	1837
2022 Q1	$4K	Buy	48 +1	+2%	+$91	﹤0.01%	1562
2021 Q4	$5K	Hold	47	–	–	﹤0.01%	1526
2021 Q3	$4K	Hold	47	–	–	﹤0.01%	1561
2021 Q2	$4K	Hold	47	–	–	﹤0.01%	1547
2021 Q1	$4K	Buy	+47	New	+$3.97K	﹤0.01%	1531

Other funds holding GRPM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Benjamin F. Edwards & Company's GRPM Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2022, closing a stake of 48 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in GRPM in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 35 funds tracked by Wall St. Rank hold GRPM as of Q2 2022.

Benjamin F. Edwards & Company reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 48 Invesco S&P MidCap 400 GARP ETF shares in Q2 2022, an estimated $4K.
Benjamin F. Edwards & Company first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2021 and held it in 5 quarters.
Benjamin F. Edwards & Company's Invesco S&P MidCap 400 GARP ETF position peaked at $5K in Q4 2021.
35 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.