Ameritas Advisory Services’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Ameritas Advisory 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
2026 Q2	–	Sell	-3,436	Closed	-$406K	–	2037
2026 Q1	$406K	Sell	3,436 -987	-22%	-$120K	0.02%	655
2025 Q4	$531K	Buy	4,423 +4,000	+946%	+$477K	0.02%	542
2025 Q3	$51K	Buy	423 +79	+23%	+$9.22K	﹤0.01%	1077
2025 Q2	$37.6K	Buy	+344	New	+$35.6K	﹤0.01%	1438
2023 Q2	–	Sell	-1,155	Closed	-$99.9K	–	1371
2023 Q1	$99.9K	Buy	+1,155	New	+$103K	0.01%	1004

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Ameritas Advisory Services's GRPM Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026, closing a stake of 3,436 shares — an estimated $406K sold.

Ameritas Advisory Services first reported a position in GRPM in Q1 2023 and held it in 5 quarters. The position peaked at $531K in Q4 2025. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Ameritas Advisory Services reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 3,436 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $406K.
Ameritas Advisory Services first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's Invesco S&P MidCap 400 GARP ETF position peaked at $531K in Q4 2025.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.