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
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 $94.2B AUM 21.24% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Financial Designs's GRPM Position: Q1 2026 in Review

Creative Financial Designs increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.5% in Q1 2026, buying an estimated $22.3K and bringing the position to 4,259 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #335.

Creative Financial Designs first reported a position in GRPM in Q4 2021 and has held it in 18 quarters since. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Creative Financial Designs held 4,259 shares of Invesco S&P MidCap 400 GARP ETF worth $504K as of Q1 2026.
  • Creative Financial Designs bought 184 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $22.3K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #335 holding.
  • Creative Financial Designs first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2021 and has held it in 18 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.