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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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Root Financial Partners's GRPM Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026, closing a stake of 691 shares — an estimated $81.7K sold.

Root Financial Partners first reported a position in GRPM in Q3 2025 and held it in 3 quarters. The position peaked at $82.9K in Q4 2025. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 691 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $81.7K.
  • Root Financial Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $82.9K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.