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

Lionsbridge 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
2024
Q4 		– Sell
-11,022
Closed -$1.29M – 65
2024
Q3 		$1.29M Buy
+11,022
New +$1.27M 1.02% 36

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lionsbridge Wealth Management's GRPM Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2024, closing a stake of 11,022 shares — an estimated $1.29M sold.

Lionsbridge Wealth Management first reported a position in GRPM in Q3 2024 and held it in 1 quarter. The position peaked at $1.29M in Q3 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 11,022 Invesco S&P MidCap 400 GARP ETF shares in Q4 2024, an estimated $1.29M.
  • Lionsbridge Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $1.29M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.