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

Elmwood 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
2022 Q1	–	Sell	-23	Closed	-$2K	–	188
2021 Q4	$2K	Buy	+23	New	+$2.18K	﹤0.01%	344
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	305
2021 Q1	$2K	Buy	+23	New	+$1.94K	﹤0.01%	296
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	248
2020 Q2	$1K	Buy	+23	New	+$1.23K	﹤0.01%	248
2019 Q4	–	Sell	-63	Closed	-$4K	–	147
2019 Q3	$4K	Hold	63	–	–	﹤0.01%	217
2019 Q2	$4K	Hold	63	–	–	﹤0.01%	242
2019 Q1	$4K	Hold	63	–	–	﹤0.01%	237
2018 Q4	$4K	Buy	+63	New	+$3.9K	﹤0.01%	240

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

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

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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Elmwood Wealth Management's GRPM Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2022, closing a stake of 23 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in GRPM in Q4 2018 and held it in 9 quarters. The position peaked at $4K in Q3 2019. 39 funds tracked by Wall St. Rank hold GRPM as of Q1 2022.

Elmwood Wealth Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 23 Invesco S&P MidCap 400 GARP ETF shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2018 and held it in 9 quarters.
Elmwood Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $4K in Q3 2019.
39 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.