ZIMP
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Zimmermann Investment Management & Planning’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Zimmermann Investment Management & Planning’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
-56,707
Closed -$6.64M – 50
2024
Q3 		$6.64M Buy
+56,707
New +$6.56M 2.04% 12

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

Zimmermann Investment Management & Planning's GRPM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2024, closing a stake of 56,707 shares — an estimated $6.64M sold.

Zimmermann Investment Management & Planning first reported a position in GRPM in Q3 2024 and held it in 1 quarter. The position peaked at $6.64M in Q3 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 56,707 Invesco S&P MidCap 400 GARP ETF shares in Q4 2024, an estimated $6.64M.
  • Zimmermann Investment Management & Planning first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Invesco S&P MidCap 400 GARP ETF position peaked at $6.64M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.