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 Q2	$3.54M	Buy	27,185 +157	+0.6%	+$19.8K	0.02%	619
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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's GRPM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 0.58% in Q2 2026, buying an estimated $19.8K and bringing the position to 27,185 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #619.

Integrated Wealth Concepts first reported a position in GRPM in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Integrated Wealth Concepts held 27,185 shares of Invesco S&P MidCap 400 GARP ETF worth $3.54M as of Q2 2026.
Integrated Wealth Concepts bought 157 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $19.8K.
Invesco S&P MidCap 400 GARP ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #619 holding.
Integrated Wealth Concepts first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2025 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.