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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
Q2 		$36.8M Buy
282,594
+7,418
+3% +$934K 1.64% 11
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 $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GW Henssler & Associates's GRPM Position: Q2 2026 in Review

GW Henssler & Associates increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 2.7% in Q2 2026, buying an estimated $934K and bringing the position to 282,594 shares worth $36.8M. The position accounts for 1.64% of the portfolio, ranked #11.

GW Henssler & Associates first reported a position in GRPM in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • GW Henssler & Associates held 282,594 shares of Invesco S&P MidCap 400 GARP ETF worth $36.8M as of Q2 2026.
  • GW Henssler & Associates bought 7,418 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $934K.
  • Invesco S&P MidCap 400 GARP ETF made up 1.64% of GW Henssler & Associates's portfolio in Q2 2026, its #11 holding.
  • GW Henssler & Associates first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.