Commonwealth Equity Services
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Commonwealth Equity Services’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Commonwealth Equity Services’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 		$1.65M Sell
12,674
-362
-3% -$45.6K ﹤0.01% 2299
2026
Q1 		$1.54M Sell
13,036
-5,643
-30% -$685K ﹤0.01% 2238
2025
Q4 		$2.24M Sell
18,679
-1,126
-6% -$134K ﹤0.01% 1870
2025
Q3 		$2.39M Sell
19,805
-515
-3% -$60.1K ﹤0.01% 1860
2025
Q2 		$2.22M Buy
20,320
+767
+4% +$79.4K ﹤0.01% 1896
2025
Q1 		$2.05M Sell
19,553
-2,062
-10% -$228K ﹤0.01% 1893
2024
Q4 		$2.44M Buy
21,615
+3,879
+22% +$460K ﹤0.01% 1730
2024
Q3 		$2.08M Buy
17,736
+1,684
+10% +$195K ﹤0.01% 1778
2024
Q2 		$1.84M Buy
16,052
+2,148
+15% +$249K ﹤0.01% 1840
2024
Q1 		$1.67M Buy
13,904
+1,208
+10% +$128K ﹤0.01% 1893
2023
Q4 		$1.25M Buy
12,696
+2,426
+24% +$218K ﹤0.01% 2008
2023
Q3 		$897K Buy
10,270
+1,629
+19% +$149K ﹤0.01% 2156
2023
Q2 		$786K Sell
8,641
-735
-8% -$63.6K ﹤0.01% 2266
2023
Q1 		$815K Buy
9,376
+228
+2% +$20.2K ﹤0.01% 2188
2022
Q4 		$765K Buy
9,148
+266
+3% +$22.2K ﹤0.01% 2139
2022
Q3 		$666K Sell
8,882
-151
-2% -$12.6K ﹤0.01% 2194
2022
Q2 		$704K Buy
9,033
+124
+1% +$10.5K ﹤0.01% 2169
2022
Q1 		$820K Buy
8,909
+98
+1% +$8.96K ﹤0.01% 2139
2021
Q4 		$845K Buy
8,811
+555
+7% +$52.5K ﹤0.01% 2112
2021
Q3 		$742K Buy
8,256
+116
+1% +$10.6K ﹤0.01% 2169
2021
Q2 		$747K Buy
8,140
+11
+0.1% +$1.02K ﹤0.01% 2144
2021
Q1 		$724K Sell
8,129
-214
-3% -$18.1K ﹤0.01% 2045
2020
Q4 		$639K Sell
8,343
-433
-5% -$30.1K ﹤0.01% 1968
2020
Q3 		$526K Buy
8,776
+5
+0.1% +$304 ﹤0.01% 1931
2020
Q2 		$508K Sell
8,771
-1,443
-14% -$77.1K ﹤0.01% 1868
2020
Q1 		$459K Buy
10,214
+287
+3% +$17.2K ﹤0.01% 1750
2019
Q4 		$670K Buy
9,927
+1,006
+11% +$65.3K ﹤0.01% 1680
2019
Q3 		$564K Buy
8,921
+19
+0.2% +$1.2K ﹤0.01% 1737
2019
Q2 		$574K Sell
8,902
-815
-8% -$52.2K ﹤0.01% 1700
2019
Q1 		$619K Buy
9,717
+1,505
+18% +$94K ﹤0.01% 1603
2018
Q4 		$456K Buy
8,212
+3,609
+78% +$223K ﹤0.01% 1709
2018
Q3 		$313K Buy
4,603
+477
+12% +$32.6K ﹤0.01% 2142
2018
Q2 		$274K Buy
+4,126
New +$270K ﹤0.01% 2203

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $1.55T AUM 33.47% 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

Commonwealth Equity Services's GRPM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 2.8% in Q2 2026, selling an estimated $45.6K and leaving 12,674 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Commonwealth Equity Services first reported a position in GRPM in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.44M in Q4 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Commonwealth Equity Services held 12,674 shares of Invesco S&P MidCap 400 GARP ETF worth $1.65M as of Q2 2026.
  • Commonwealth Equity Services sold 362 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $45.6K.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2299 holding.
  • Commonwealth Equity Services first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and has held it in 33 quarters since.
  • Commonwealth Equity Services's Invesco S&P MidCap 400 GARP ETF position peaked at $2.44M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.