MIM
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Marshall Investment Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Marshall Investment 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 		$1.89K Hold
15
– – ﹤0.01% 367
2026
Q1 		$1.71K Buy
+15
New +$1.82K ﹤0.01% 249
2025
Q2 		– Sell
-15
Closed -$1.52K – 104
2025
Q1 		$1.52K Sell
15
-32,173
-100% -$3.56M ﹤0.01% 225
2024
Q4 		$3.77M Buy
+32,188
New +$3.81M 2.22% 17

Other funds holding GRPM

HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Osaic Holdings
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
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

Marshall Investment Management's GRPM Position: Q2 2026 in Review

Marshall Investment Management held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q2 2026 at 15 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Marshall Investment Management first reported a position in GRPM in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.77M in Q4 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Marshall Investment Management held 15 shares of Invesco S&P MidCap 400 GARP ETF worth $1.89K as of Q2 2026.
  • Marshall Investment Management 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 Marshall Investment Management's portfolio in Q2 2026, its #367 holding.
  • Marshall Investment Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Invesco S&P MidCap 400 GARP ETF position peaked at $3.77M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.