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

Seros Financial’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
2025
Q3 		– Sell
-8,336
Closed -$911K – 64
2025
Q2 		$911K Buy
8,336
+192
+2% +$19.9K 0.58% 24
2025
Q1 		$853K Sell
8,144
-384
-5% -$42.5K 0.64% 24
2024
Q4 		$976K Buy
+8,528
New +$1.01M 0.88% 22

Other funds holding GRPM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Seros Financial's GRPM Position: Q3 2025 in Review

Seros Financial sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2025, closing a stake of 8,336 shares — an estimated $911K sold.

Seros Financial first reported a position in GRPM in Q4 2024 and held it in 3 quarters. The position peaked at $976K in Q4 2024. 92 funds tracked by Wall St. Rank hold GRPM as of Q3 2025.

  • Seros Financial reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Seros Financial sold 8,336 Invesco S&P MidCap 400 GARP ETF shares in Q3 2025, an estimated $911K.
  • Seros Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and held it in 3 quarters.
  • Seros Financial's Invesco S&P MidCap 400 GARP ETF position peaked at $976K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2025.

Based on Seros Financial's 13F filing for Q3 2025, filed 5 Nov 2025.