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Regatta Research & Money Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Regatta Research & Money Management’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 		$13K Buy
+100
New +$12.6K 0.01% 460

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
SF
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Regatta Research & Money Management's GRPM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026: 100 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

70 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Regatta Research & Money Management held 100 shares of Invesco S&P MidCap 400 GARP ETF worth $13K as of Q2 2026.
  • Invesco S&P MidCap 400 GARP ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco S&P MidCap 400 GARP ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #460 holding.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.