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Legacy Capital Group California’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-2,450
Closed -$280K – 335
2024
Q2 		$280K Buy
+2,450
New +$284K 0.1% 236

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LPL Financial
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Capital Group California's GRPM Position: Q3 2024 in Review

Legacy Capital Group California sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2024, closing a stake of 2,450 shares — an estimated $280K sold.

Legacy Capital Group California first reported a position in GRPM in Q2 2024 and held it in 1 quarter. The position peaked at $280K in Q2 2024. 81 funds tracked by Wall St. Rank hold GRPM as of Q3 2024.

  • Legacy Capital Group California reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,450 Invesco S&P MidCap 400 GARP ETF shares in Q3 2024, an estimated $280K.
  • Legacy Capital Group California first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco S&P MidCap 400 GARP ETF position peaked at $280K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.