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Principle Wealth Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Principle Wealth Partners’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
-2,427
Closed -$284K – 342
2024
Q3 		$284K Buy
2,427
+322
+15% +$37.2K 0.02% 290
2024
Q2 		$241K Buy
+2,105
New +$244K 0.02% 301

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

Principle Wealth Partners's GRPM Position: Q4 2024 in Review

Principle Wealth Partners sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2024, closing a stake of 2,427 shares — an estimated $284K sold.

Principle Wealth Partners first reported a position in GRPM in Q2 2024 and held it in 2 quarters. The position peaked at $284K in Q3 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q4 2024.

  • Principle Wealth Partners reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Principle Wealth Partners sold 2,427 Invesco S&P MidCap 400 GARP ETF shares in Q4 2024, an estimated $284K.
  • Principle Wealth Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and held it in 2 quarters.
  • Principle Wealth Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $284K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2024.

Based on Principle Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.