Carson Wealth (CWM LLC)
GRPM icon

Carson Wealth (CWM LLC)’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Carson Wealth (CWM LLC)’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 		$12.7K Hold
107
– – ﹤0.01% 4685
2025
Q4 		$13K Hold
107
– – ﹤0.01% 4414
2025
Q3 		$13K Hold
107
– – ﹤0.01% 4348
2025
Q2 		$12K Hold
107
– – ﹤0.01% 4202
2025
Q1 		$11K Hold
107
– – ﹤0.01% 4056
2024
Q4 		$12K Hold
107
– – ﹤0.01% 3756
2024
Q3 		$13K Sell
107
-676
-86% -$78.2K ﹤0.01% 3624
2024
Q2 		$90K Hold
783
– – ﹤0.01% 2032
2024
Q1 		$94K Hold
783
– – ﹤0.01% 1913
2023
Q4 		$77K Hold
783
– – ﹤0.01% 1907
2023
Q3 		$68K Hold
783
– – ﹤0.01% 1878
2023
Q2 		$71K Hold
783
– – ﹤0.01% 1763
2023
Q1 		$68K Buy
783
+107
+16% +$9.5K ﹤0.01% 1700
2022
Q4 		$57K Buy
+676
New +$56.3K ﹤0.01% 1660

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GRPM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q1 2026 at 107 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4685.

Carson Wealth (CWM LLC) first reported a position in GRPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $94K in Q1 2024. 100 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 107 shares of Invesco S&P MidCap 400 GARP ETF worth $12.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4685 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P MidCap 400 GARP ETF position peaked at $94K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.