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

Balance Wealth’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
2025
Q2 		– Sell
-12,740
Closed -$1.33M – 110
2025
Q1 		$1.33M Buy
+12,740
New +$1.41M 0.87% 33

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Balance Wealth's GRPM Position: Q2 2025 in Review

Balance Wealth sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2025, closing a stake of 12,740 shares — an estimated $1.33M sold.

Balance Wealth first reported a position in GRPM in Q1 2025 and held it in 1 quarter. The position peaked at $1.33M in Q1 2025. 88 funds tracked by Wall St. Rank hold GRPM as of Q2 2025.

  • Balance Wealth reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 12,740 Invesco S&P MidCap 400 GARP ETF shares in Q2 2025, an estimated $1.33M.
  • Balance Wealth first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Invesco S&P MidCap 400 GARP ETF position peaked at $1.33M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.