CFD
GRPM icon

Creative Financial Designs’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Creative Financial Designs’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 		$581K Buy
4,466
+207
+5% +$26.1K 0.03% 378
2026
Q1 		$504K Buy
4,259
+184
+5% +$22.3K 0.03% 335
2025
Q4 		$489K Buy
4,075
+834
+26% +$99.5K 0.03% 332
2025
Q3 		$391K Sell
3,241
-13
-0.4% -$1.52K 0.03% 360
2025
Q2 		$356K Buy
3,254
+616
+23% +$63.7K 0.03% 368
2025
Q1 		$276K Buy
2,638
+374
+17% +$41.4K 0.02% 378
2024
Q4 		$255K Buy
2,264
+962
+74% +$114K 0.02% 389
2024
Q3 		$152K Buy
1,302
+714
+121% +$82.6K 0.01% 512
2024
Q2 		$67.3K Hold
588
– – 0.01% 670
2024
Q1 		$70.7K Hold
588
– – 0.01% 640
2023
Q4 		$57.9K Sell
588
-1,664
-74% -$149K 0.01% 642
2023
Q3 		$197K Buy
2,252
+1,506
+202% +$137K 0.02% 335
2023
Q2 		$67.9K Sell
746
-9
-1% -$778 0.01% 562
2023
Q1 		$65.7K Sell
755
-123
-14% -$10.9K 0.01% 541
2022
Q4 		$73.5K Hold
878
– – 0.01% 508
2022
Q3 		$66K Sell
878
-175
-17% -$14.6K 0.01% 497
2022
Q2 		$82K Buy
1,053
+719
+215% +$61K 0.01% 462
2022
Q1 		$31K Buy
334
+25
+8% +$2.29K ﹤0.01% 669
2021
Q4 		$30K Buy
+309
New +$29.2K ﹤0.01% 674

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

Creative Financial Designs's GRPM Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.9% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,466 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #378.

Creative Financial Designs first reported a position in GRPM in Q4 2021 and has held it in 19 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Creative Financial Designs held 4,466 shares of Invesco S&P MidCap 400 GARP ETF worth $581K as of Q2 2026.
  • Creative Financial Designs bought 207 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $26.1K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #378 holding.
  • Creative Financial Designs first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2021 and has held it in 19 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.