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Peck Wealth Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Peck Wealth 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
2025
Q4 		– Sell
-1,254
Closed -$151K – 133
2025
Q3 		$151K Buy
+1,254
New +$146K 0.14% 75

Other funds holding GRPM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Peck Wealth Management's GRPM Position: Q4 2025 in Review

Peck Wealth Management sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2025, closing a stake of 1,254 shares — an estimated $151K sold.

Peck Wealth Management first reported a position in GRPM in Q3 2025 and held it in 1 quarter. The position peaked at $151K in Q3 2025. 96 funds tracked by Wall St. Rank hold GRPM as of Q4 2025.

  • Peck Wealth Management reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2025 after selling out during the quarter.
  • Peck Wealth Management sold 1,254 Invesco S&P MidCap 400 GARP ETF shares in Q4 2025, an estimated $151K.
  • Peck Wealth Management first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and held it in 1 quarter.
  • Peck Wealth Management's Invesco S&P MidCap 400 GARP ETF position peaked at $151K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2025.

Based on Peck Wealth Management's 13F filing for Q4 2025, filed 13 May 2026.