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Heck Capital Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Heck Capital Advisors’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
Q4 		– Sell
-70,414
Closed -$8.24M – 820
2024
Q3 		$8.24M Buy
+70,414
New +$8.14M 0.95% 26

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heck Capital Advisors's GRPM Position: Q4 2024 in Review

Heck Capital Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2024, closing a stake of 70,414 shares — an estimated $8.24M sold.

Heck Capital Advisors first reported a position in GRPM in Q3 2024 and held it in 1 quarter. The position peaked at $8.24M in Q3 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q4 2024.

  • Heck Capital Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 70,414 Invesco S&P MidCap 400 GARP ETF shares in Q4 2024, an estimated $8.24M.
  • Heck Capital Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $8.24M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.