EP
GRPM icon

Eudaimonia Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-150
Closed -$13K – 762
2021
Q1 		$13K Buy
+150
New +$12.7K ﹤0.01% 1095

Other funds holding GRPM

AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Eudaimonia Partners's GRPM Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2021, closing a stake of 150 shares — an estimated $13K sold.

Eudaimonia Partners first reported a position in GRPM in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 38 funds tracked by Wall St. Rank hold GRPM as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 150 Invesco S&P MidCap 400 GARP ETF shares in Q2 2021, an estimated $13K.
  • Eudaimonia Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $13K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.