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Concourse Financial Group Securities’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-53
Closed -$6.25K – 870
2024
Q4 		$6.25K Buy
+53
New +$6.28K ﹤0.01% 1828

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Concourse Financial Group Securities's GRPM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2025, closing a stake of 53 shares — an estimated $6.25K sold.

Concourse Financial Group Securities first reported a position in GRPM in Q4 2024 and held it in 1 quarter. The position peaked at $6.25K in Q4 2024. 85 funds tracked by Wall St. Rank hold GRPM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 53 Invesco S&P MidCap 400 GARP ETF shares in Q1 2025, an estimated $6.25K.
  • Concourse Financial Group Securities first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Invesco S&P MidCap 400 GARP ETF position peaked at $6.25K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.