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 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 $94.2B AUM 21.24% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sigma Planning Corp's GRPM Position: Q1 2026 in Review

Sigma Planning Corp increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 2.4% in Q1 2026, buying an estimated $33.6K and bringing the position to 11,835 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #445.

Sigma Planning Corp first reported a position in GRPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2024. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

Sigma Planning Corp held 11,835 shares of Invesco S&P MidCap 400 GARP ETF worth $1.4M as of Q1 2026.
Sigma Planning Corp bought 277 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $33.6K.
Invesco S&P MidCap 400 GARP ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #445 holding.
Sigma Planning Corp first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2024 and has held it in 9 quarters since.
Sigma Planning Corp's Invesco S&P MidCap 400 GARP ETF position peaked at $2.16M in Q4 2024.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.