Sigma Planning Corp’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Sigma Planning Corp’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	$1.69M	Buy	12,977 +1,142	+10%	+$144K	0.04%	413
2026 Q1	$1.4M	Buy	11,835 +277	+2%	+$33.6K	0.04%	445
2025 Q4	$1.39M	Sell	11,558 -561	-5%	-$66.9K	0.04%	422
2025 Q3	$1.46M	Sell	12,119 -7,133	-37%	-$832K	0.04%	410
2025 Q2	$2.1M	Sell	19,252 -724	-4%	-$74.9K	0.06%	293
2025 Q1	$2.09M	Buy	19,976 +785	+4%	+$86.8K	0.07%	270
2024 Q4	$2.16M	Buy	19,191 +5,459	+40%	+$647K	0.07%	266
2024 Q3	$1.61M	Buy	13,732 +6,763	+97%	+$782K	0.05%	352
2024 Q2	$797K	Buy	6,969 +844	+14%	+$97.9K	0.03%	546
2024 Q1	$737K	Buy	+6,125	New	+$648K	0.02%	610

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sigma Planning Corp's GRPM Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 9.6% in Q2 2026, buying an estimated $144K and bringing the position to 12,977 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #413.

Sigma Planning Corp first reported a position in GRPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2024. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Sigma Planning Corp held 12,977 shares of Invesco S&P MidCap 400 GARP ETF worth $1.69M as of Q2 2026.
Sigma Planning Corp bought 1,142 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $144K.
Invesco S&P MidCap 400 GARP ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #413 holding.
Sigma Planning Corp first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's Invesco S&P MidCap 400 GARP ETF position peaked at $2.16M in Q4 2024.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.