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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
Q2 		– Sell
-6,365
Closed -$753K – 1289
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 $104B AUM 28.3% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

Independent Advisor Alliance's GRPM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026, closing a stake of 6,365 shares — an estimated $753K sold.

Independent Advisor Alliance first reported a position in GRPM in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,365 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $753K.
  • Independent Advisor Alliance first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco S&P MidCap 400 GARP ETF position peaked at $1.18M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.