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Owen LaRue’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Owen LaRue’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
Q2 		– Sell
-2,403
Closed -$204K – 80
2023
Q1 		$204K Hold
2,403
– – 0.22% 70
2022
Q4 		$204K Buy
+2,403
New +$200K 0.22% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Owen LaRue's GRPM Position: Q2 2023 in Review

Owen LaRue sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2023, closing a stake of 2,403 shares — an estimated $204K sold.

Owen LaRue first reported a position in GRPM in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 47 funds tracked by Wall St. Rank hold GRPM as of Q2 2023.

  • Owen LaRue reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2023 after selling out during the quarter.
  • Owen LaRue sold 2,403 Invesco S&P MidCap 400 GARP ETF shares in Q2 2023, an estimated $204K.
  • Owen LaRue first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2022 and held it in 2 quarters.
  • Owen LaRue's Invesco S&P MidCap 400 GARP ETF position peaked at $204K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.