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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
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 $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
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

Summit Financial's GRPM Position: Q1 2026 in Review

Summit Financial increased its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 4.7% in Q1 2026, buying an estimated $312K and bringing the position to 57,731 shares worth $6.83M. The position accounts for 0.09% of the portfolio, ranked #244.

Summit Financial first reported a position in GRPM in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Summit Financial held 57,731 shares of Invesco S&P MidCap 400 GARP ETF worth $6.83M as of Q1 2026.
  • Summit Financial bought 2,568 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $312K.
  • Invesco S&P MidCap 400 GARP ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #244 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.