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Cape Investment Advisory’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-66
Closed -$7.23K – 980
2025
Q2 		$7.23K Buy
+66
New +$6.83K ﹤0.01% 687
2024
Q2 		– Sell
-265
Closed -$31.8K – 950
2024
Q1 		$31.8K Hold
265
– – 0.01% 367
2023
Q4 		$26K Buy
+265
New +$23.8K 0.01% 478
2023
Q3 		– Sell
-132
Closed -$12K – 934
2023
Q2 		$12K Buy
132
+66
+100% +$5.71K 0.01% 522
2023
Q1 		$5.76K Buy
+66
New +$5.86K ﹤0.01% 639

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Cape Investment Advisory's GRPM Position: Q3 2025 in Review

Cape Investment Advisory sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2025, closing a stake of 66 shares — an estimated $7.23K sold.

Cape Investment Advisory first reported a position in GRPM in Q1 2023 and held it in 5 quarters. The position peaked at $31.8K in Q1 2024. 92 funds tracked by Wall St. Rank hold GRPM as of Q3 2025.

  • Cape Investment Advisory reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 66 Invesco S&P MidCap 400 GARP ETF shares in Q3 2025, an estimated $7.23K.
  • Cape Investment Advisory first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and held it in 5 quarters.
  • Cape Investment Advisory's Invesco S&P MidCap 400 GARP ETF position peaked at $31.8K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.