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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
11,171
-113
-1% -$11.7K 0.01% 1043
2025
Q1
$1.18M Buy
11,284
+4,543
+67% +$503K 0.01% 1003
2024
Q4
$760K Buy
6,741
+1,380
+26% +$164K ﹤0.01% 1186
2024
Q3
$628K Buy
5,361
+931
+21% +$108K ﹤0.01% 1270
2024
Q2
$507K Buy
+4,430
New +$514K ﹤0.01% 1353

Other funds holding GRPM

Avantax Advisory Services's GRPM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 1% in Q2 2025, selling an estimated $11.7K and leaving 11,171 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1043.

Avantax Advisory Services first reported a position in GRPM in Q2 2024 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold GRPM as of Q2 2025.

  • Avantax Advisory Services held 11,171 shares of Invesco S&P MidCap 400 GARP ETF worth $1.22M as of Q2 2025.
  • Avantax Advisory Services sold 113 Invesco S&P MidCap 400 GARP ETF shares in Q2 2025, an estimated $11.7K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1043 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.