Cornerstone Wealth Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Cornerstone Wealth Management’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	$347K	Sell	2,662 -548	-17%	-$69K	0.01%	570
2026 Q1	$380K	Sell	3,210 -1,081	-25%	-$131K	0.02%	519
2025 Q4	$515K	Sell	4,291 -665	-13%	-$79.3K	0.03%	413
2025 Q3	$598K	Sell	4,956 -2,492	-33%	-$291K	0.03%	377
2025 Q2	$814K	Sell	7,448 -782	-10%	-$80.9K	0.05%	309
2025 Q1	$862K	Sell	8,230 -11,719	-59%	-$1.3M	0.06%	269
2024 Q4	$2.25M	Buy	19,949 +1,038	+5%	+$123K	0.15%	134
2024 Q3	$2.21M	Buy	18,911 +494	+3%	+$57.1K	0.16%	133
2024 Q2	$2.11M	Buy	+18,417	New	+$2.14M	0.16%	128

Other funds holding GRPM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

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

Cornerstone Wealth Management's GRPM Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 17% in Q2 2026, selling an estimated $69K and leaving 2,662 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #570.

Cornerstone Wealth Management first reported a position in GRPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q4 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Cornerstone Wealth Management held 2,662 shares of Invesco S&P MidCap 400 GARP ETF worth $347K as of Q2 2026.
Cornerstone Wealth Management sold 548 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $69K.
Invesco S&P MidCap 400 GARP ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #570 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $2.25M in Q4 2024.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.