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

WealthCare Investment 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 		$5.35M Sell
45,135
-5,067
-10% -$615K 1.48% 17
2025
Q4 		$6.06M Sell
50,202
-1,998
-4% -$238K 1.76% 13
2025
Q3 		$6.31M Sell
52,200
-4,351
-8% -$508K 2.05% 9
2025
Q2 		$6.4M Sell
56,551
-88
-0.2% -$9.11K 2.3% 8
2025
Q1 		$5.41M Buy
56,639
+4,410
+8% +$488K 2.3% 8
2024
Q4 		$5.9M Buy
52,229
+4,189
+9% +$496K 2.57% 6
2024
Q3 		$5.57M Buy
48,040
+6,597
+16% +$763K 2.44% 10
2024
Q2 		$4.74M Buy
41,443
+6,881
+20% +$798K 2.2% 12
2024
Q1 		$4.16M Buy
34,562
+18,992
+122% +$2.01M 2.01% 12
2023
Q4 		$1.52M Buy
15,570
+8,103
+109% +$727K 0.83% 33
2023
Q3 		$645K Buy
+7,467
New +$681K 0.39% 62

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

WealthCare Investment Partners's GRPM Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Invesco S&P MidCap 400 GARP ETF (GRPM) stake by 10% in Q1 2026, selling an estimated $615K and leaving 45,135 shares worth $5.35M. The position accounts for 1.48% of the portfolio, ranked #17.

WealthCare Investment Partners first reported a position in GRPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.4M in Q2 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

  • WealthCare Investment Partners held 45,135 shares of Invesco S&P MidCap 400 GARP ETF worth $5.35M as of Q1 2026.
  • WealthCare Investment Partners sold 5,067 Invesco S&P MidCap 400 GARP ETF shares in Q1 2026, an estimated $615K.
  • Invesco S&P MidCap 400 GARP ETF made up 1.48% of WealthCare Investment Partners's portfolio in Q1 2026, its #17 holding.
  • WealthCare Investment Partners first reported a position in Invesco S&P MidCap 400 GARP ETF in Q3 2023 and has held it in 11 quarters since.
  • WealthCare Investment Partners's Invesco S&P MidCap 400 GARP ETF position peaked at $6.4M in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.