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Regal Investment Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Regal Investment Advisors’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
-1,940
Closed -$222K – 535
2024
Q2 		$222K Sell
1,940
-210
-10% -$24.4K 0.01% 524
2024
Q1 		$259K Buy
2,150
+48
+2% +$5.08K 0.02% 490
2023
Q4 		$207K Buy
+2,102
New +$189K 0.02% 505

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
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

Regal Investment Advisors's GRPM Position: Q3 2024 in Review

Regal Investment Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2024, closing a stake of 1,940 shares — an estimated $222K sold.

Regal Investment Advisors first reported a position in GRPM in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 81 funds tracked by Wall St. Rank hold GRPM as of Q3 2024.

  • Regal Investment Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,940 Invesco S&P MidCap 400 GARP ETF shares in Q3 2024, an estimated $222K.
  • Regal Investment Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2023 and held it in 3 quarters.
  • Regal Investment Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $259K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.