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GW Henssler & Associates’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

GW Henssler & Associates’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 		$32.5M Buy
275,176
+106,677
+63% +$12.9M 1.53% 13
2025
Q4 		$20.2M Buy
+168,499
New +$20.1M 0.97% 37

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

GW Henssler & Associates's GRPM Position: Q1 2026 in Review

GW Henssler & Associates increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 63% in Q1 2026, buying an estimated $12.9M and bringing the position to 275,176 shares worth $32.5M. The position accounts for 1.53% of the portfolio, ranked #13.

GW Henssler & Associates 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.

  • GW Henssler & Associates held 275,176 shares of Invesco S&P MidCap 400 GARP ETF worth $32.5M as of Q1 2026.
  • GW Henssler & Associates bought 106,677 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $12.9M.
  • Invesco S&P MidCap 400 GARP ETF made up 1.53% of GW Henssler & Associates's portfolio in Q1 2026, its #13 holding.
  • GW Henssler & Associates 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 GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.