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

WealthShield 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
2020 Q2	–	Sell	-100	Closed	-$4K	–	327
2020 Q1	$4K	Sell	100 -125	-56%	-$7.5K	﹤0.01%	242
2019 Q4	$15K	Hold	225	–	–	0.01%	240
2019 Q3	$14K	Hold	225	–	–	0.01%	230
2019 Q2	$15K	Hold	225	–	–	0.01%	202
2019 Q1	$14K	Hold	225	–	–	0.01%	229
2018 Q4	$13K	Hold	225	–	–	0.01%	201
2018 Q3	$15K	Sell	225 -175	-44%	-$12K	0.01%	201
2018 Q2	$27K	Buy	+400	New	+$26.1K	0.02%	174

Other funds holding GRPM

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's GRPM Position: Q2 2020 in Review

WealthShield Partners sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

WealthShield Partners first reported a position in GRPM in Q2 2018 and held it in 8 quarters. The position peaked at $27K in Q2 2018. 25 funds tracked by Wall St. Rank hold GRPM as of Q2 2020.

WealthShield Partners reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2020 after selling out during the quarter.
WealthShield Partners sold 100 Invesco S&P MidCap 400 GARP ETF shares in Q2 2020, an estimated $4K.
WealthShield Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and held it in 8 quarters.
WealthShield Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $27K in Q2 2018.
25 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2020.

Based on WealthShield Partners's 13F filing for Q2 2020, filed 13 Aug 2020.