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 Q2	$284K	Sell	2,179 -112	-5%	-$14.1K	﹤0.01%	708
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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Sagespring Wealth Partners's GRPM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.9% in Q2 2026, selling an estimated $14.1K and leaving 2,179 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Sagespring Wealth Partners first reported a position in GRPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q2 2025. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Sagespring Wealth Partners held 2,179 shares of Invesco S&P MidCap 400 GARP ETF worth $284K as of Q2 2026.
Sagespring Wealth Partners sold 112 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $14.1K.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #708 holding.
Sagespring Wealth Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $1.68M in Q2 2025.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.