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

Stifel 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
-38,898
Closed -$4.25M – 3581
2025
Q2 		$4.25M Sell
38,898
-41,487
-52% -$4.29M ﹤0.01% 1339
2025
Q1 		$8.42M Buy
+80,385
New +$8.89M 0.01% 921
2023
Q1 		– Sell
-2,444
Closed -$205K – 3364
2022
Q4 		$205K Buy
+2,444
New +$204K ﹤0.01% 2969
2022
Q2 		– Sell
-22,880
Closed -$2.11M – 3382
2022
Q1 		$2.11M Sell
22,880
-36
-0.2% -$3.29K ﹤0.01% 1581
2021
Q4 		$2.2M Buy
22,916
+217
+1% +$20.5K ﹤0.01% 1543
2021
Q3 		$2.04M Sell
22,699
-579
-2% -$52.9K ﹤0.01% 1559
2021
Q2 		$2.14M Sell
23,278
-133
-0.6% -$12.3K ﹤0.01% 1563
2021
Q1 		$2.09M Sell
23,411
-3,270
-12% -$276K ﹤0.01% 1490
2020
Q4 		$2.05M Buy
26,681
+1,939
+8% +$135K ﹤0.01% 1379
2020
Q3 		$1.48M Buy
24,742
+1,391
+6% +$84.5K ﹤0.01% 1387
2020
Q2 		$1.35M Buy
23,351
+323
+1% +$17.3K ﹤0.01% 1366
2020
Q1 		$1.04M Buy
23,028
+3,652
+19% +$219K ﹤0.01% 1405
2019
Q4 		$1.3M Buy
19,376
+1,897
+11% +$123K ﹤0.01% 1635
2019
Q3 		$1.1M Buy
17,479
+9,497
+119% +$598K ﹤0.01% 1685
2019
Q2 		$517K Buy
7,982
+3,849
+93% +$247K ﹤0.01% 2181
2019
Q1 		$263K Hold
4,133
– – ﹤0.01% 2439
2018
Q4 		$231K Sell
4,133
-127
-3% -$7.85K ﹤0.01% 2381
2018
Q3 		$293K Buy
4,260
+227
+6% +$15.5K ﹤0.01% 2376
2018
Q2 		$270K Buy
+4,033
New +$263K ﹤0.01% 2363

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

Stifel Financial's GRPM Position: Q3 2025 in Review

Stifel Financial sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2025, closing a stake of 38,898 shares — an estimated $4.25M sold.

Stifel Financial first reported a position in GRPM in Q2 2018 and held it in 19 quarters. The position peaked at $8.42M in Q1 2025. 92 funds tracked by Wall St. Rank hold GRPM as of Q3 2025.

  • Stifel Financial reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 38,898 Invesco S&P MidCap 400 GARP ETF shares in Q3 2025, an estimated $4.25M.
  • Stifel Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and held it in 19 quarters.
  • Stifel Financial's Invesco S&P MidCap 400 GARP ETF position peaked at $8.42M in Q1 2025.
  • 92 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.