EP Wealth Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

EP Wealth 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
2025 Q2	$201K	Buy	+1,835	New	+$190K	﹤0.01%	1258

Other funds holding GRPM

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EP Wealth Advisors's GRPM Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2025: 1,835 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

88 funds tracked by Wall St. Rank hold GRPM as of Q2 2025.

EP Wealth Advisors held 1,835 shares of Invesco S&P MidCap 400 GARP ETF worth $201K as of Q2 2025.
Invesco S&P MidCap 400 GARP ETF was a new EP Wealth Advisors position in Q2 2025.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1258 holding.
88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.