Lido Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Lido Advisors’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	$219K	Sell	1,683 -81	-5%	-$10.2K	﹤0.01%	1919
2026 Q1	$209K	Sell	1,764 -1,317	-43%	-$160K	﹤0.01%	1760
2025 Q4	$372K	Hold	3,081	–	–	﹤0.01%	1456
2025 Q3	$372K	Sell	3,081 -66	-2%	-$7.7K	﹤0.01%	1380
2025 Q2	$344K	Hold	3,147	–	–	﹤0.01%	1273
2025 Q1	$329K	Sell	3,147 -482	-13%	-$53.3K	﹤0.01%	1172
2024 Q4	$409K	Sell	3,629 -1,653	-31%	-$196K	﹤0.01%	1077
2024 Q3	$618K	Buy	5,282 +19	+0.4%	+$2.2K	﹤0.01%	880
2024 Q2	$602K	Hold	5,263	–	–	﹤0.01%	867
2024 Q1	$633K	Sell	5,263 -465	-8%	-$49.2K	﹤0.01%	821
2023 Q4	$564K	Sell	5,728 -165	-3%	-$14.8K	﹤0.01%	818
2023 Q3	$515K	Hold	5,893	–	–	﹤0.01%	737
2023 Q2	$536K	Hold	5,893	–	–	﹤0.01%	711
2023 Q1	$513K	Buy	+5,893	New	+$523K	0.01%	656

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

Lido Advisors's GRPM Position: Q2 2026 in Review

Lido Advisors reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.6% in Q2 2026, selling an estimated $10.2K and leaving 1,683 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Lido Advisors first reported a position in GRPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $633K in Q1 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Lido Advisors held 1,683 shares of Invesco S&P MidCap 400 GARP ETF worth $219K as of Q2 2026.
Lido Advisors sold 81 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1919 holding.
Lido Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $633K in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.