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Gladstone Institutional Advisory’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$318K Hold
2,445
– – 0.01% 723
2026
Q1 		$289K Hold
2,445
– – 0.01% 676
2025
Q4 		$293K Hold
2,445
– – 0.01% 634
2025
Q3 		$295K Hold
2,445
– – 0.01% 655
2025
Q2 		$267K Hold
2,445
– – 0.01% 631
2025
Q1 		$256K Buy
2,445
+35
+1% +$3.87K 0.01% 626
2024
Q4 		$272K Hold
2,410
– – 0.01% 618
2024
Q3 		$282K Sell
2,410
-340
-12% -$39.3K 0.01% 586
2024
Q2 		$315K Hold
2,750
– – 0.02% 526
2024
Q1 		$331K Hold
2,750
– – 0.02% 512
2023
Q4 		$271K Hold
2,750
– – 0.02% 549
2023
Q3 		$240K Hold
2,750
– – 0.02% 541
2023
Q2 		$250K Hold
2,750
– – 0.02% 553
2023
Q1 		$239K Buy
+2,750
New +$244K 0.02% 578

Other funds holding GRPM

6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
FFG
Fortune Financial Group Naples, Florida $128M AUM
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Gladstone Institutional Advisory's GRPM Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q2 2026 at 2,445 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #723.

Gladstone Institutional Advisory first reported a position in GRPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $331K in Q1 2024. 22 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Gladstone Institutional Advisory held 2,445 shares of Invesco S&P MidCap 400 GARP ETF worth $318K as of Q2 2026.
  • Gladstone Institutional Advisory left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 GARP ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #723 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and has held it in 14 quarters since.
  • Gladstone Institutional Advisory's Invesco S&P MidCap 400 GARP ETF position peaked at $331K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.