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

Merit Financial Group’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 		$256K Sell
1,968
-992
-34% -$125K ﹤0.01% 1925
2026
Q1 		$350K Sell
2,960
-2,140
-42% -$260K ﹤0.01% 1576
2025
Q4 		$612K Sell
5,100
-7,071
-58% -$844K ﹤0.01% 1181
2025
Q3 		$1.47M Sell
12,171
-5,552
-31% -$648K 0.01% 691
2025
Q2 		$1.94M Sell
17,723
-48,117
-73% -$4.98M 0.02% 535
2025
Q1 		$6.89M Buy
65,840
+3,557
+6% +$394K 0.1% 161
2024
Q4 		$7.02M Buy
+62,283
New +$7.38M 0.13% 146

Other funds holding GRPM

FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's GRPM Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 34% in Q2 2026, selling an estimated $125K and leaving 1,968 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Merit Financial Group first reported a position in GRPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.02M in Q4 2024. 8 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Merit Financial Group held 1,968 shares of Invesco S&P MidCap 400 GARP ETF worth $256K as of Q2 2026.
  • Merit Financial Group sold 992 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $125K.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1925 holding.
  • Merit Financial Group first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Invesco S&P MidCap 400 GARP ETF position peaked at $7.02M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.