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Fortune Financial Group’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Fortune Financial Group’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 		$594K Buy
5,020
+1,055
+27% +$128K 0.53% 35
2025
Q4 		$504K Buy
+3,965
New +$473K 0.5% 46

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

Fortune Financial Group's GRPM Position: Q1 2026 in Review

Fortune Financial Group increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 27% in Q1 2026, buying an estimated $128K and bringing the position to 5,020 shares worth $594K. The position accounts for 0.53% of the portfolio, ranked #35.

Fortune Financial Group first reported a position in GRPM in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Fortune Financial Group held 5,020 shares of Invesco S&P MidCap 400 GARP ETF worth $594K as of Q1 2026.
  • Fortune Financial Group bought 1,055 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $128K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.53% of Fortune Financial Group's portfolio in Q1 2026, its #35 holding.
  • Fortune Financial Group first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Fortune Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.