Action Point Financial Planning’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Action Point Financial 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
2026 Q2	$5.84K	Buy	+45	New	+$5.67K	﹤0.01%	1736

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Action Point Financial Planning's GRPM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026: 45 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings.

96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Action Point Financial Planning held 45 shares of Invesco S&P MidCap 400 GARP ETF worth $5.84K as of Q2 2026.
Invesco S&P MidCap 400 GARP ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1736 holding.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.