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Steward Partners Investment Advisory’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Steward Partners Investment Advisory’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 		$209K Buy
1,770
+252
+17% +$30.6K ﹤0.01% 1999
2025
Q4 		$182K Sell
1,518
-5
-0.3% -$596 ﹤0.01% 1968
2025
Q3 		$184K Buy
1,523
+50
+3% +$5.83K ﹤0.01% 1911
2025
Q2 		$161K Buy
+1,473
New +$152K ﹤0.01% 1861
2023
Q1 		– Sell
-1,917
Closed -$160K – 3354
2022
Q4 		$160K Hold
1,917
– – ﹤0.01% 1340
2022
Q3 		$144K Hold
1,917
– – ﹤0.01% 1343
2022
Q2 		$149K Hold
1,917
– – ﹤0.01% 1328
2022
Q1 		$177K Buy
1,917
+136
+8% +$12.4K ﹤0.01% 1347
2021
Q4 		$171K Buy
1,781
+477
+37% +$45.1K ﹤0.01% 1376
2021
Q3 		$117K Buy
1,304
+1,014
+350% +$92.6K ﹤0.01% 1485
2021
Q2 		$27K Sell
290
-51
-15% -$4.71K ﹤0.01% 4449
2021
Q1 		$30.4K Buy
341
+290
+569% +$24.5K ﹤0.01% 2258
2020
Q4 		$4K Hold
51
– – ﹤0.01% 2564
2020
Q3 		$3K Hold
51
– – ﹤0.01% 2493
2020
Q2 		$3K Sell
51
-25
-33% -$1.34K ﹤0.01% 2383
2020
Q1 		$3K Buy
76
+1
+1% +$60 ﹤0.01% 2214
2019
Q4 		$5K Sell
75
-142
-65% -$9.21K ﹤0.01% 2236
2019
Q3 		$13K Buy
217
+1
+0.5% +$63 ﹤0.01% 1882
2019
Q2 		$14K Buy
+216
New +$13.8K ﹤0.01% 1839
2018
Q4 		– Sell
-322
Closed -$22K – 1325
2018
Q3 		$22K Buy
322
+2
+0.6% +$137 ﹤0.01% 1513
2018
Q2 		$21K Buy
+320
New +$20.9K ﹤0.01% 1447

Other funds holding GRPM

HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Steward Partners Investment Advisory's GRPM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 17% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,770 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Steward Partners Investment Advisory first reported a position in GRPM in Q2 2018 and has held it in 21 quarters since. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Steward Partners Investment Advisory held 1,770 shares of Invesco S&P MidCap 400 GARP ETF worth $209K as of Q1 2026.
  • Steward Partners Investment Advisory bought 252 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $30.6K.
  • Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1999 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and has held it in 21 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.