CA
GRPM icon

Cetera Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Cetera 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
2023
Q4 		– Sell
-2,489
Closed -$217K – 1828
2023
Q3 		$217K Buy
+2,489
New +$227K ﹤0.01% 1497
2019
Q2 		– Sell
-546
Closed -$36K – 1067
2019
Q1 		$36K Buy
+546
New +$34.1K ﹤0.01% 1015

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Cetera Advisors's GRPM Position: Q4 2023 in Review

Cetera Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2023, closing a stake of 2,489 shares — an estimated $217K sold.

Cetera Advisors first reported a position in GRPM in Q1 2019 and held it in 2 quarters. The position peaked at $217K in Q3 2023. 59 funds tracked by Wall St. Rank hold GRPM as of Q4 2023.

  • Cetera Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 2,489 Invesco S&P MidCap 400 GARP ETF shares in Q4 2023, an estimated $217K.
  • Cetera Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2019 and held it in 2 quarters.
  • Cetera Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $217K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.