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

Golden State 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
2019
Q4 		– Sell
-144
Closed -$9K – 411
2019
Q3 		$9K Hold
144
– – ﹤0.01% 767
2019
Q2 		$9K Hold
144
– – ﹤0.01% 768
2019
Q1 		$9K Buy
+144
New +$8.99K ﹤0.01% 798

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
OL
Optas LLC Austin, Texas $661M AUM 29.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's GRPM Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2019, closing a stake of 144 shares — an estimated $9K sold.

Golden State Wealth Management first reported a position in GRPM in Q1 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 31 funds tracked by Wall St. Rank hold GRPM as of Q4 2019.

  • Golden State Wealth Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 144 Invesco S&P MidCap 400 GARP ETF shares in Q4 2019, an estimated $9K.
  • Golden State Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $9K in Q3 2019.
  • 31 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.