Signature Estate & Investment Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Signature Estate & Investment Advisors’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	$256K	Sell	1,964 -66	-3%	-$8.31K	﹤0.01%	588
2026 Q1	$240K	Buy	2,030 +57	+3%	+$6.91K	﹤0.01%	584
2025 Q4	$237K	Sell	1,973 -21	-1%	-$2.5K	﹤0.01%	552
2025 Q3	$240K	Sell	1,994 -499	-20%	-$58.2K	0.01%	543
2025 Q2	$272K	Sell	2,493 -62	-2%	-$6.42K	0.01%	485
2025 Q1	$267K	Buy	2,555 +117	+5%	+$12.9K	0.01%	460
2024 Q4	$275K	Buy	2,438 +15	+0.6%	+$1.78K	0.01%	433
2024 Q3	$284K	Buy	2,423 +335	+16%	+$38.7K	0.01%	415
2024 Q2	$239K	Buy	+2,088	New	+$242K	0.01%	450

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Estate & Investment Advisors's GRPM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 3.3% in Q2 2026, selling an estimated $8.31K and leaving 1,964 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Signature Estate & Investment Advisors first reported a position in GRPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $284K in Q3 2024. 45 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Signature Estate & Investment Advisors held 1,964 shares of Invesco S&P MidCap 400 GARP ETF worth $256K as of Q2 2026.
Signature Estate & Investment Advisors sold 66 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $8.31K.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #588 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $284K in Q3 2024.
45 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.