Cerity Partners
GRPM icon

Cerity Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Cerity Partners’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 		$3.46M Sell
26,563
-240
-0.9% -$30.2K ﹤0.01% 1286
2026
Q1 		$3.17M Sell
26,803
-675
-2% -$81.9K ﹤0.01% 1229
2025
Q4 		$3.3M Sell
27,478
-900
-3% -$107K ﹤0.01% 1123
2025
Q3 		$3.42M Sell
28,378
-651
-2% -$75.9K 0.01% 1038
2025
Q2 		$3.17M Sell
29,029
-717
-2% -$74.2K 0.01% 1013
2025
Q1 		$3.11M Sell
29,746
-926
-3% -$102K 0.01% 929
2024
Q4 		$3.46M Sell
30,672
-941
-3% -$112K 0.01% 858
2024
Q3 		$3.7M Sell
31,613
-766
-2% -$88.6K 0.01% 830
2024
Q2 		$3.7M Sell
32,379
-63
-0.2% -$7.31K 0.01% 702
2024
Q1 		$3.9M Buy
32,442
+17
+0.1% +$1.8K 0.01% 730
2023
Q4 		$3.19M Sell
32,425
-60
-0.2% -$5.38K 0.01% 647
2023
Q3 		$2.84M Sell
32,485
-29
-0.1% -$2.65K 0.01% 513
2023
Q2 		$2.96M Buy
+32,514
New +$2.81M 0.01% 626

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners's GRPM Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 0.9% in Q2 2026, selling an estimated $30.2K and leaving 26,563 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Cerity Partners first reported a position in GRPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.9M in Q1 2024. 93 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Cerity Partners held 26,563 shares of Invesco S&P MidCap 400 GARP ETF worth $3.46M as of Q2 2026.
  • Cerity Partners sold 240 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $30.2K.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1286 holding.
  • Cerity Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2023 and has held it in 13 quarters since.
  • Cerity Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $3.9M in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.