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

Leavell 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
2023
Q4 		– Sell
-10,000
Closed -$873K – 469
2023
Q3 		$873K Buy
10,000
+650
+7% +$59.3K 0.06% 266
2023
Q2 		$851K Buy
9,350
+1,150
+14% +$99.4K 0.06% 271
2023
Q1 		$713K Buy
+8,200
New +$728K 0.05% 286

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Leavell Investment Management's GRPM Position: Q4 2023 in Review

Leavell Investment Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2023, closing a stake of 10,000 shares — an estimated $873K sold.

Leavell Investment Management first reported a position in GRPM in Q1 2023 and held it in 3 quarters. The position peaked at $873K in Q3 2023. 59 funds tracked by Wall St. Rank hold GRPM as of Q4 2023.

  • Leavell Investment Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2023 after selling out during the quarter.
  • Leavell Investment Management sold 10,000 Invesco S&P MidCap 400 GARP ETF shares in Q4 2023, an estimated $873K.
  • Leavell Investment Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and held it in 3 quarters.
  • Leavell Investment Management's Invesco S&P MidCap 400 GARP ETF position peaked at $873K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2023.

Based on Leavell Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.