Crescent Grove Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Crescent Grove 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 Q1	$272K	Hold	2,300	–	–	0.03%	245
2025 Q4	$276K	Hold	2,300	–	–	0.03%	245
2025 Q3	$277K	Hold	2,300	–	–	0.03%	245
2025 Q2	$251K	Hold	2,300	–	–	0.02%	248
2025 Q1	$241K	Hold	2,300	–	–	0.03%	236
2024 Q4	$259K	Hold	2,300	–	–	0.03%	239
2024 Q3	$269K	Hold	2,300	–	–	0.03%	236
2024 Q2	$263K	Hold	2,300	–	–	0.03%	226
2024 Q1	$277K	Buy	+2,300	New	+$243K	0.03%	251

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

Crescent Grove Advisors's GRPM Position: Q1 2026 in Review

Crescent Grove Advisors held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q1 2026 at 2,300 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #245.

Crescent Grove Advisors first reported a position in GRPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $277K in Q3 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

Crescent Grove Advisors held 2,300 shares of Invesco S&P MidCap 400 GARP ETF worth $272K as of Q1 2026.
Crescent Grove Advisors left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 GARP ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #245 holding.
Crescent Grove Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2024 and has held it in 9 quarters since.
Crescent Grove Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $277K in Q3 2025.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.