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TrustCore Financial Services’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

TrustCore Financial Services’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
2019
Q4 		– Sell
-1,344
Closed -$85K – 923
2019
Q3 		$85K Buy
+1,344
New +$84.6K 0.02% 290

Other funds holding GRPM

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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
OL
Optas LLC Austin, Texas $661M AUM 29.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrustCore Financial Services's GRPM Position: Q4 2019 in Review

TrustCore Financial Services sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2019, closing a stake of 1,344 shares — an estimated $85K sold.

TrustCore Financial Services first reported a position in GRPM in Q3 2019 and held it in 1 quarter. The position peaked at $85K in Q3 2019. 31 funds tracked by Wall St. Rank hold GRPM as of Q4 2019.

  • TrustCore Financial Services reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 1,344 Invesco S&P MidCap 400 GARP ETF shares in Q4 2019, an estimated $85K.
  • TrustCore Financial Services first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2019 and held it in 1 quarter.
  • TrustCore Financial Services's Invesco S&P MidCap 400 GARP ETF position peaked at $85K in Q3 2019.
  • 31 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2019.

Based on TrustCore Financial Services's 13F filing for Q4 2019, filed 30 Jan 2020.