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Independent Advisor Alliance’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Independent Advisor Alliance’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 		$753K Buy
+6,365
New +$772K 0.01% 960
2025
Q1 		– Sell
-10,450
Closed -$1.18M – 1033
2024
Q4 		$1.18M Buy
+10,450
New +$1.24M 0.02% 680

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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

Independent Advisor Alliance's GRPM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2026: 6,365 shares worth $753K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in GRPM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in GRPM in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2024. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Independent Advisor Alliance held 6,365 shares of Invesco S&P MidCap 400 GARP ETF worth $753K as of Q1 2026.
  • Invesco S&P MidCap 400 GARP ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco S&P MidCap 400 GARP ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #960 holding.
  • Independent Advisor Alliance first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco S&P MidCap 400 GARP ETF position peaked at $1.18M in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.