IWC
GRPM icon

Integrated Wealth Concepts’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Integrated Wealth Concepts’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 		$3.2M Buy
27,028
+3,952
+17% +$479K 0.03% 584
2025
Q4 		$2.77M Buy
23,076
+1,885
+9% +$225K 0.03% 446
2025
Q3 		$2.56M Buy
21,191
+2,535
+14% +$296K 0.02% 586
2025
Q2 		$2.04M Buy
+18,656
New +$1.93M 0.02% 613

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 $2.25B AUM 19.46% 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 $257M AUM 22.23% 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

Integrated Wealth Concepts's GRPM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 17% in Q1 2026, buying an estimated $479K and bringing the position to 27,028 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #584.

Integrated Wealth Concepts first reported a position in GRPM in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Integrated Wealth Concepts held 27,028 shares of Invesco S&P MidCap 400 GARP ETF worth $3.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,952 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $479K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #584 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.