BOK Financial Private Wealth’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

BOK Financial Private 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
2026 Q1	$17.3K	Hold	146	–	–	﹤0.01%	324
2025 Q4	$17.5K	Hold	146	–	–	﹤0.01%	363
2025 Q3	$17.6K	Hold	146	–	–	﹤0.01%	311
2025 Q2	$16K	Hold	146	–	–	﹤0.01%	332
2025 Q1	$15.3K	Hold	146	–	–	﹤0.01%	362
2024 Q4	$16.5K	Hold	146	–	–	﹤0.01%	343
2024 Q3	$17.1K	Hold	146	–	–	﹤0.01%	354
2024 Q2	$16.7K	Hold	146	–	–	﹤0.01%	348
2024 Q1	$17.6K	Hold	146	–	–	﹤0.01%	334
2023 Q4	$14.4K	Sell	146 -54	-27%	-$4.84K	﹤0.01%	342
2023 Q3	$17.5K	Hold	200	–	–	﹤0.01%	298
2023 Q2	$18.2K	Hold	200	–	–	﹤0.01%	292
2023 Q1	$17.4K	Buy	+200	New	+$17.8K	﹤0.01%	315

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

BOK Financial Private Wealth's GRPM Position: Q1 2026 in Review

BOK Financial Private Wealth held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q1 2026 at 146 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

BOK Financial Private Wealth first reported a position in GRPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.2K in Q2 2023. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

BOK Financial Private Wealth held 146 shares of Invesco S&P MidCap 400 GARP ETF worth $17.3K as of Q1 2026.
BOK Financial Private Wealth left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #324 holding.
BOK Financial Private Wealth first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and has held it in 13 quarters since.
BOK Financial Private Wealth's Invesco S&P MidCap 400 GARP ETF position peaked at $18.2K in Q2 2023.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.