TWP
GRPM icon

Triad Wealth Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Triad Wealth Partners’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 		– Sell
-2,688
Closed -$323K – 492
2025
Q4 		$323K Buy
+2,688
New +$321K 0.03% 366

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 $2.25B AUM 19.46% 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 $257M AUM 22.23% 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

Triad Wealth Partners's GRPM Position: Q1 2026 in Review

Triad Wealth Partners sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q1 2026, closing a stake of 2,688 shares — an estimated $323K sold.

Triad Wealth Partners first reported a position in GRPM in Q4 2025 and held it in 1 quarter. The position peaked at $323K in Q4 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • Triad Wealth Partners reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,688 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $323K.
  • Triad Wealth Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $323K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.