LPL Financial
GRPM icon

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

LPL Financial’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 		$16.9M Buy
142,700
+15,196
+12% +$1.84M ﹤0.01% 1591
2025
Q4 		$15.3M Buy
127,504
+4,709
+4% +$562K ﹤0.01% 1590
2025
Q3 		$14.8M Sell
122,795
-37,634
-23% -$4.39M ﹤0.01% 1570
2025
Q2 		$17.5M Sell
160,429
-15,501
-9% -$1.6M 0.01% 1351
2025
Q1 		$18.4M Sell
175,930
-22,943
-12% -$2.54M 0.01% 1199
2024
Q4 		$22.4M Buy
198,873
+6,836
+4% +$810K 0.01% 1021
2024
Q3 		$22.5M Buy
192,037
+20,194
+12% +$2.33M 0.01% 992
2024
Q2 		$19.7M Buy
171,843
+32,766
+24% +$3.8M 0.01% 984
2024
Q1 		$16.7M Buy
139,077
+34,004
+32% +$3.6M 0.01% 1026
2023
Q4 		$10.3M Buy
105,073
+16,254
+18% +$1.46M 0.01% 1234
2023
Q3 		$7.75M Buy
88,819
+7,251
+9% +$662K 0.01% 1317
2023
Q2 		$7.42M Sell
81,568
-33,488
-29% -$2.9M 0.01% 1318
2023
Q1 		$10M Buy
115,056
+16,346
+17% +$1.45M 0.01% 1084
2022
Q4 		$8.26M Buy
98,710
+21,247
+27% +$1.77M 0.01% 1145
2022
Q3 		$5.81M Buy
77,463
+16,252
+27% +$1.35M 0.01% 1276
2022
Q2 		$4.77M Sell
61,211
-1,459
-2% -$124K ﹤0.01% 1440
2022
Q1 		$5.77M Sell
62,670
-11,889
-16% -$1.09M 0.01% 1355
2021
Q4 		$7.16M Buy
74,559
+4,939
+7% +$467K 0.01% 1222
2021
Q3 		$6.26M Buy
69,620
+12,458
+22% +$1.14M 0.01% 1242
2021
Q2 		$5.25M Buy
57,162
+1,985
+4% +$183K 0.01% 1315
2021
Q1 		$4.92M Buy
55,177
+41,723
+310% +$3.52M 0.01% 1242
2020
Q4 		$1.03M Buy
13,454
+2,125
+19% +$148K ﹤0.01% 2157
2020
Q3 		$679K Sell
11,329
-14,767
-57% -$897K ﹤0.01% 2225
2020
Q2 		$1.51M Buy
26,096
+18,610
+249% +$995K ﹤0.01% 1529
2020
Q1 		$337K Sell
7,486
-11,162
-60% -$669K ﹤0.01% 2400
2019
Q4 		$1.26M Sell
18,648
-428
-2% -$27.8K ﹤0.01% 1674
2019
Q3 		$1.21M Sell
19,076
-3,919
-17% -$247K ﹤0.01% 1597
2019
Q2 		$1.48M Sell
22,995
-1,280
-5% -$82.1K ﹤0.01% 1436
2019
Q1 		$1.55M Buy
24,275
+1,279
+6% +$79.9K ﹤0.01% 1343
2018
Q4 		$1.28M Sell
22,996
-3,880
-14% -$240K ﹤0.01% 1349
2018
Q3 		$1.83M Sell
26,876
-513
-2% -$35.1K ﹤0.01% 1240
2018
Q2 		$1.82M Buy
+27,389
New +$1.79M ﹤0.01% 1201

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 $2.12B AUM 20.77% 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
6F
626 Financial Portage, Michigan $224M AUM 17.89% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's GRPM Position: Q1 2026 in Review

LPL Financial increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 12% in Q1 2026, buying an estimated $1.84M and bringing the position to 142,700 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

LPL Financial first reported a position in GRPM in Q2 2018 and has held it in 32 quarters since. The position peaked at $22.5M in Q3 2024. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • LPL Financial held 142,700 shares of Invesco S&P MidCap 400 GARP ETF worth $16.9M as of Q1 2026.
  • LPL Financial bought 15,196 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $1.84M.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1591 holding.
  • LPL Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and has held it in 32 quarters since.
  • LPL Financial's Invesco S&P MidCap 400 GARP ETF position peaked at $22.5M in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.