GRP
GRPM icon

Global Retirement Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Global Retirement Partners’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
Q4 		$95K Hold
791
– – ﹤0.01% 1950
2025
Q3 		$95.4K Sell
791
-109
-12% -$12.7K ﹤0.01% 1535
2025
Q2 		$98.3K Buy
+900
New +$93.1K ﹤0.01% 1443
2024
Q4 		$67.2K Buy
596
+388
+187% +$46K ﹤0.01% 1470
2024
Q3 		$24.4K Buy
208
+1
+0.5% +$116 ﹤0.01% 1896
2024
Q2 		$23.7K Sell
207
-22
-10% -$2.55K ﹤0.01% 1900
2024
Q1 		$27.5K Sell
229
-827
-78% -$87.5K ﹤0.01% 1675
2023
Q4 		$101K Sell
1,056
-297
-22% -$26.6K ﹤0.01% 1034
2023
Q3 		$115K Buy
1,353
+707
+109% +$64.5K 0.01% 877
2023
Q2 		$58.8K Buy
646
+1
+0.2% +$86 ﹤0.01% 1194
2023
Q1 		$54.6K Sell
645
-981
-60% -$87.1K ﹤0.01% 1195
2022
Q4 		$136K Buy
1,626
+1,008
+163% +$84K 0.01% 714
2022
Q3 		$52K Sell
618
-262
-30% -$21.8K ﹤0.01% 995
2022
Q2 		$69K Buy
880
+60
+7% +$5.09K 0.01% 874
2022
Q1 		$67K Buy
+820
New +$74.9K 0.01% 880

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's GRPM Position: Q4 2025 in Review

Global Retirement Partners held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q4 2025 at 791 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Global Retirement Partners first reported a position in GRPM in Q1 2022 and has held it in 15 quarters since. The position peaked at $136K in Q4 2022. 95 funds tracked by Wall St. Rank hold GRPM as of Q4 2025.

  • Global Retirement Partners held 791 shares of Invesco S&P MidCap 400 GARP ETF worth $95K as of Q4 2025.
  • Global Retirement Partners left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q4 2025.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1950 holding.
  • Global Retirement Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $136K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.