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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
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 $94.2B AUM 21.24% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Root Financial Partners's GRPM Position: Q1 2026 in Review

Root Financial Partners held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q1 2026 at 691 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Root Financial Partners first reported a position in GRPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $82.9K in Q4 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Root Financial Partners held 691 shares of Invesco S&P MidCap 400 GARP ETF worth $81.7K as of Q1 2026.
  • Root Financial Partners left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #649 holding.
  • Root Financial Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $82.9K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.