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Financial Advocates Investment Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-9,064
Closed -$1.02M – 747
2024
Q4 		$1.02M Sell
9,064
-1,589
-15% -$188K 0.06% 296
2024
Q3 		$1.25M Buy
+10,653
New +$1.23M 0.07% 261

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.37T AUM 24.88% 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 $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $208B AUM 16.12% 1-Year Est. Return

Financial Advocates Investment Management's GRPM Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2025, closing a stake of 9,064 shares — an estimated $1.02M sold.

Financial Advocates Investment Management first reported a position in GRPM in Q3 2024 and held it in 2 quarters. The position peaked at $1.25M in Q3 2024. 85 funds tracked by Wall St. Rank hold GRPM as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,064 Invesco S&P MidCap 400 GARP ETF shares in Q1 2025, an estimated $1.02M.
  • Financial Advocates Investment Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Invesco S&P MidCap 400 GARP ETF position peaked at $1.25M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.