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Evergreen Private Wealth’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Evergreen Private Wealth’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
2024
Q1 		– Sell
-160
Closed -$15.7K – 217
2023
Q4 		$15.7K Buy
+160
New +$14.4K 0.01% 158

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Private Wealth's GRPM Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2024, closing a stake of 160 shares — an estimated $15.7K sold.

Evergreen Private Wealth first reported a position in GRPM in Q4 2023 and held it in 1 quarter. The position peaked at $15.7K in Q4 2023. 71 funds tracked by Wall St. Rank hold GRPM as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 160 Invesco S&P MidCap 400 GARP ETF shares in Q1 2024, an estimated $15.7K.
  • Evergreen Private Wealth first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Invesco S&P MidCap 400 GARP ETF position peaked at $15.7K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.