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Sagespring Wealth Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Sagespring Wealth 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 		$271K Sell
2,291
-508
-18% -$61.6K ﹤0.01% 698
2025
Q4 		$336K Sell
2,799
-28
-1% -$3.34K 0.01% 585
2025
Q3 		$341K Sell
2,827
-12,538
-82% -$1.46M 0.01% 568
2025
Q2 		$1.68M Buy
15,365
+8,950
+140% +$926K 0.04% 196
2025
Q1 		$672K Buy
6,415
+1,185
+23% +$131K 0.02% 324
2024
Q4 		$590K Buy
+5,230
New +$620K 0.02% 312

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

Sagespring Wealth Partners's GRPM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 18% in Q1 2026, selling an estimated $61.6K and leaving 2,291 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Sagespring Wealth Partners first reported a position in GRPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Sagespring Wealth Partners held 2,291 shares of Invesco S&P MidCap 400 GARP ETF worth $271K as of Q1 2026.
  • Sagespring Wealth Partners sold 508 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $61.6K.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #698 holding.
  • Sagespring Wealth Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $1.68M in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.