SWP
GARP

Stratos Wealth Partners’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Stratos Wealth Partners’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
+3,253
New +$221K ﹤0.01% 1517
2024
Q3 		– Sell
-8,531
Closed -$443K – 1527
2024
Q2 		$443K Sell
8,531
-148
-2% -$7.14K 0.01% 947
2024
Q1 		$413K Hold
8,679
– – 0.01% 967
2023
Q4 		$357K Buy
+8,679
New +$332K 0.01% 1001

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stratos Wealth Partners's GARP Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026: 3,253 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in GARP as recently as Q2 2024.

Stratos Wealth Partners first reported a position in GARP in Q4 2023 and has held it in 4 quarters since. The position peaked at $443K in Q2 2024. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Stratos Wealth Partners held 3,253 shares of iShares MSCI USA Quality GARP ETF worth $208K as of Q1 2026.
  • iShares MSCI USA Quality GARP ETF was a new Stratos Wealth Partners position in Q1 2026.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1517 holding.
  • Stratos Wealth Partners first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2023 and has held it in 4 quarters since.
  • Stratos Wealth Partners's iShares MSCI USA Quality GARP ETF position peaked at $443K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.