AE Wealth Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

AE Wealth Management’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 Q1	$20K	Sell	169 -6	-3%	-$728	﹤0.01%	2149
2025 Q4	$21K	Sell	175 -22	-11%	-$2.62K	﹤0.01%	2024
2025 Q3	$23.8K	Buy	197 +11	+6%	+$1.28K	﹤0.01%	1867
2025 Q2	$20.3K	Sell	186 -350	-65%	-$36.2K	﹤0.01%	1758
2025 Q1	$56.1K	Buy	536 +213	+66%	+$23.6K	﹤0.01%	1565
2024 Q4	$36.4K	Buy	+323	New	+$38.3K	﹤0.01%	1615

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

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

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AE Wealth Management's GRPM Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 3.4% in Q1 2026, selling an estimated $728 and leaving 169 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

AE Wealth Management first reported a position in GRPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.1K in Q1 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

AE Wealth Management held 169 shares of Invesco S&P MidCap 400 GARP ETF worth $20K as of Q1 2026.
AE Wealth Management sold 6 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $728.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2149 holding.
AE Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $56.1K in Q1 2025.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.