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

Axxcess 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
Q2 		$5.36M Buy
41,199
+4,592
+13% +$578K 0.09% 211
2026
Q1 		$4.33M Buy
36,607
+1,664
+5% +$202K 0.14% 129
2025
Q4 		$4.19M Buy
34,943
+1,011
+3% +$121K 0.07% 241
2025
Q3 		$4.09M Buy
33,932
+26,457
+354% +$3.09M 0.09% 185
2025
Q2 		$817K Sell
7,475
-542
-7% -$56.1K 0.02% 477
2025
Q1 		$839K Buy
8,017
+314
+4% +$34.7K 0.02% 439
2024
Q4 		$869K Buy
7,703
+3,899
+102% +$462K 0.02% 431
2024
Q3 		$445K Sell
3,804
-87
-2% -$10.1K 0.01% 574
2024
Q2 		$445K Sell
3,891
-175
-4% -$20.3K 0.01% 546
2024
Q1 		$489K Sell
4,066
-781
-16% -$82.6K 0.01% 542
2023
Q4 		$477K Sell
4,847
-2,578
-35% -$231K 0.01% 526
2023
Q3 		$648K Sell
7,425
-154
-2% -$14.1K 0.02% 411
2023
Q2 		$690K Sell
7,579
-271
-3% -$23.4K 0.05% 286
2023
Q1 		$683K Sell
7,850
-31
-0.4% -$2.75K 0.05% 303
2022
Q4 		$660K Sell
7,881
-433
-5% -$36.1K 0.05% 300
2022
Q3 		$624K Sell
8,314
-388
-4% -$32.3K 0.06% 270
2022
Q2 		$678K Sell
8,702
-338
-4% -$28.7K 0.06% 249
2022
Q1 		$833K Sell
9,040
-165
-2% -$15.1K 0.07% 251
2021
Q4 		$883K Buy
+9,205
New +$871K 0.06% 237

Other funds holding GRPM

HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
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
SF
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

Axxcess Wealth Management's GRPM Position: Q2 2026 in Review

Axxcess Wealth Management increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 13% in Q2 2026, buying an estimated $578K and bringing the position to 41,199 shares worth $5.36M. The position accounts for 0.09% of the portfolio, ranked #211.

Axxcess Wealth Management first reported a position in GRPM in Q4 2021 and has held it in 19 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Axxcess Wealth Management held 41,199 shares of Invesco S&P MidCap 400 GARP ETF worth $5.36M as of Q2 2026.
  • Axxcess Wealth Management bought 4,592 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $578K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2021 and has held it in 19 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.