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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
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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Marshall Investment Management's GRPM Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2026: 15 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in GRPM as recently as Q1 2025.

Marshall Investment Management first reported a position in GRPM in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.77M in Q4 2024. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Marshall Investment Management held 15 shares of Invesco S&P MidCap 400 GARP ETF worth $1.71K as of Q1 2026.
  • Invesco S&P MidCap 400 GARP ETF was a new Marshall Investment Management position in Q1 2026.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #249 holding.
  • Marshall Investment Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Invesco S&P MidCap 400 GARP ETF position peaked at $3.77M in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.