Principal Securities’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Principal Securities’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	-789	Closed	-$95.2K	–	2248
2025 Q3	$95.2K	Hold	789	–	–	﹤0.01%	1618
2025 Q2	$86.2K	Buy	789 +717	+996%	+$74.2K	﹤0.01%	1609
2025 Q1	$8.12K	Hold	72	–	–	﹤0.01%	2603
2024 Q4	$8.12K	Hold	72	–	–	﹤0.01%	2599
2024 Q3	$8.43K	Sell	72 -9	-11%	-$1.04K	﹤0.01%	2510
2024 Q2	$9.27K	Buy	81 +30	+59%	+$3.48K	﹤0.01%	2427
2024 Q1	$6.13K	Hold	51	–	–	﹤0.01%	2532
2023 Q4	$5.02K	Buy	+51	New	+$4.58K	﹤0.01%	2530

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's GRPM Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q4 2025, closing a stake of 789 shares — an estimated $95.2K sold.

Principal Securities first reported a position in GRPM in Q4 2023 and held it in 8 quarters. The position peaked at $95.2K in Q3 2025. 95 funds tracked by Wall St. Rank hold GRPM as of Q4 2025.

Principal Securities reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 789 Invesco S&P MidCap 400 GARP ETF shares in Q4 2025, an estimated $95.2K.
Principal Securities first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Invesco S&P MidCap 400 GARP ETF position peaked at $95.2K in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.