Key Financial Inc’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Key Financial Inc’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	$3.9K	Hold	30	–	–	﹤0.01%	1063
2026 Q1	$3.55K	Hold	30	–	–	﹤0.01%	1097
2025 Q4	$3.6K	Sell	30 -43	-59%	-$5.13K	﹤0.01%	1097
2025 Q3	$8.83K	Hold	73	–	–	﹤0.01%	911
2025 Q2	$7.98K	Hold	73	–	–	﹤0.01%	915
2025 Q1	$7.64K	Hold	73	–	–	﹤0.01%	884
2024 Q4	$8.23K	Hold	73	–	–	﹤0.01%	858
2024 Q3	$8.55K	Hold	73	–	–	﹤0.01%	839
2024 Q2	$8.35K	Hold	73	–	–	﹤0.01%	827
2024 Q1	$8.78K	Hold	73	–	–	﹤0.01%	794
2023 Q4	$7.18K	Hold	73	–	–	﹤0.01%	825
2023 Q3	$6.37K	Hold	73	–	–	﹤0.01%	835
2023 Q2	$6.64K	Hold	73	–	–	﹤0.01%	836
2023 Q1	$6.35K	Hold	73	–	–	﹤0.01%	775
2022 Q4	$5.48K	Hold	73	–	–	﹤0.01%	774
2022 Q3	$5K	Hold	73	–	–	﹤0.01%	785
2022 Q2	$6K	Hold	73	–	–	﹤0.01%	749
2022 Q1	$7K	Hold	73	–	–	﹤0.01%	716
2021 Q4	$7K	Hold	73	–	–	﹤0.01%	649
2021 Q3	$7K	Hold	73	–	–	﹤0.01%	647
2021 Q2	$7K	Hold	73	–	–	﹤0.01%	635
2021 Q1	$7K	Hold	73	–	–	﹤0.01%	540
2020 Q4	$6K	Buy	+73	New	+$5.08K	﹤0.01%	522
2020 Q2	–	Sell	-479	Closed	-$22K	–	307
2020 Q1	$22K	Buy	+479	New	+$28.7K	0.02%	310

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Key Financial Inc's GRPM Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q2 2026 at 30 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Key Financial Inc first reported a position in GRPM in Q1 2020 and has held it in 24 quarters since. The position peaked at $22K in Q1 2020. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Key Financial Inc held 30 shares of Invesco S&P MidCap 400 GARP ETF worth $3.9K as of Q2 2026.
Key Financial Inc left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1063 holding.
Key Financial Inc first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco S&P MidCap 400 GARP ETF position peaked at $22K in Q1 2020.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.