MCC
GRPM icon

Money Concepts Capital’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-740
Closed -$61.9K – 1500
2022
Q4 		$61.9K Buy
+740
New +$61.7K ﹤0.01% 1169
2022
Q2 		– Sell
-740
Closed -$68K – 1934
2022
Q1 		$68K Buy
+740
New +$67.6K ﹤0.01% 1125

Other funds holding GRPM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Money Concepts Capital's GRPM Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2023, closing a stake of 740 shares — an estimated $61.9K sold.

Money Concepts Capital first reported a position in GRPM in Q1 2022 and held it in 2 quarters. The position peaked at $68K in Q1 2022. 48 funds tracked by Wall St. Rank hold GRPM as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 740 Invesco S&P MidCap 400 GARP ETF shares in Q1 2023, an estimated $61.9K.
  • Money Concepts Capital first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P MidCap 400 GARP ETF position peaked at $68K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.