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

Creative Planning’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	$5M	Sell	42,331 -3,394	-7%	-$412K	﹤0.01%	1201
2025 Q4	$5.49M	Sell	45,725 -2,651	-5%	-$316K	﹤0.01%	937
2025 Q3	$5.84M	Sell	48,376 -5,378	-10%	-$627K	﹤0.01%	786
2025 Q2	$5.87M	Sell	53,754 -7,099	-12%	-$735K	0.01%	710
2025 Q1	$6.37M	Buy	60,853 +6,681	+12%	+$739K	0.01%	630
2024 Q4	$6.11M	Buy	+54,172	New	+$6.42M	0.01%	598

Other funds holding GRPM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning's GRPM Position: Q1 2026 in Review

Creative Planning reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 7.4% in Q1 2026, selling an estimated $412K and leaving 42,331 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Creative Planning first reported a position in GRPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.37M in Q1 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

Creative Planning held 42,331 shares of Invesco S&P MidCap 400 GARP ETF worth $5M as of Q1 2026.
Creative Planning sold 3,394 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $412K.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1201 holding.
Creative Planning first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 6 quarters since.
Creative Planning's Invesco S&P MidCap 400 GARP ETF position peaked at $6.37M in Q1 2025.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.