Root Financial Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Root Financial Partners’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 Q3	$93.6K	Buy	+691	New	+$95.8K	﹤0.01%	766
2026 Q2	–	Sell	-691	Closed	-$81.7K	–	1559
2026 Q1	$81.7K	Hold	691	–	–	﹤0.01%	649
2025 Q4	$82.9K	Buy	691 +527	+321%	+$62.9K	﹤0.01%	536
2025 Q3	$19.8K	Buy	+164	New	+$19.1K	﹤0.01%	1128

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

Root Financial Partners's GRPM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2026: 691 shares worth $93.6K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRPM as recently as Q1 2026.

Root Financial Partners first reported a position in GRPM in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold GRPM as of Q3 2026.

Root Financial Partners held 691 shares of Invesco S&P MidCap 400 GARP ETF worth $93.6K as of Q3 2026.
Invesco S&P MidCap 400 GARP ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #766 holding.
Root Financial Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.