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Concurrent Investment Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Concurrent Investment Advisors’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 		$2.09M Buy
16,035
+110
+0.7% +$13.8K 0.02% 706
2026
Q1 		$1.88M Sell
15,925
-62
-0.4% -$7.52K 0.02% 637
2025
Q4 		$1.92M Sell
15,987
-394
-2% -$47K 0.02% 592
2025
Q3 		$1.98M Sell
16,381
-241
-1% -$28.1K 0.03% 471
2025
Q2 		$1.82M Buy
16,622
+216
+1% +$22.4K 0.04% 458
2025
Q1 		$1.72M Buy
16,406
+1,289
+9% +$143K 0.04% 400
2024
Q4 		$1.7M Sell
15,117
-247
-2% -$29.3K 0.05% 364
2024
Q3 		$1.8M Buy
15,364
+2,228
+17% +$258K 0.05% 341
2024
Q2 		$1.5M Sell
13,136
-898
-6% -$104K 0.05% 349
2024
Q1 		$1.69M Sell
14,034
-707
-5% -$74.8K 0.07% 272
2023
Q4 		$1.45M Buy
+14,741
New +$1.32M 0.07% 273

Other funds holding GRPM

6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
FFG
Fortune Financial Group Naples, Florida $128M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Concurrent Investment Advisors's GRPM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 0.69% in Q2 2026, buying an estimated $13.8K and bringing the position to 16,035 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #706.

Concurrent Investment Advisors first reported a position in GRPM in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Concurrent Investment Advisors held 16,035 shares of Invesco S&P MidCap 400 GARP ETF worth $2.09M as of Q2 2026.
  • Concurrent Investment Advisors bought 110 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $13.8K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #706 holding.
  • Concurrent Investment Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2023 and has held it in 11 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.