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Foundations Investment Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Foundations Investment 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 		– Sell
-2,785
Closed -$292K – 959
2025
Q1 		$292K Buy
2,785
+290
+12% +$32.1K 0.01% 719
2024
Q4 		$281K Sell
2,495
-9
-0.4% -$1.07K 0.01% 674
2024
Q3 		$293K Buy
2,504
+662
+36% +$76.5K 0.01% 639
2024
Q2 		$211K Buy
+1,842
New +$214K 0.01% 711

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foundations Investment Advisors's GRPM Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2025, closing a stake of 2,785 shares — an estimated $292K sold.

Foundations Investment Advisors first reported a position in GRPM in Q2 2024 and held it in 4 quarters. The position peaked at $293K in Q3 2024. 88 funds tracked by Wall St. Rank hold GRPM as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,785 Invesco S&P MidCap 400 GARP ETF shares in Q2 2025, an estimated $292K.
  • Foundations Investment Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and held it in 4 quarters.
  • Foundations Investment Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $293K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.