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

Summit 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
2026
Q2 		$7.79M Buy
59,878
+2,147
+4% +$270K 0.09% 240
2026
Q1 		$6.83M Buy
57,731
+2,568
+5% +$312K 0.09% 244
2025
Q4 		$6.62M Buy
55,163
+3,358
+6% +$401K 0.1% 210
2025
Q3 		$6.25M Buy
+51,805
New +$6.04M 0.1% 205

Other funds holding GRPM

HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's GRPM Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 3.7% in Q2 2026, buying an estimated $270K and bringing the position to 59,878 shares worth $7.79M. The position accounts for 0.09% of the portfolio, ranked #240.

Summit Financial first reported a position in GRPM in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

  • Summit Financial held 59,878 shares of Invesco S&P MidCap 400 GARP ETF worth $7.79M as of Q2 2026.
  • Summit Financial bought 2,147 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $270K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #240 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.