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Pinnacle Wealth Planning Services’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.08K Hold
39
– – ﹤0.01% 2288
2026
Q1 		$4.61K Hold
39
– – ﹤0.01% 2284
2025
Q4 		$4.68K Buy
+39
New +$4.65K ﹤0.01% 2302

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

Pinnacle Wealth Planning Services's GRPM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q2 2026 at 39 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Pinnacle Wealth Planning Services first reported a position in GRPM in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 39 shares of Invesco S&P MidCap 400 GARP ETF worth $5.08K as of Q2 2026.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2288 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.