Daniel Investment Group, Inc.’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Daniel Investment Group, Inc.’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	$569K	Buy	+4,375	New	+$551K	0.34%	20

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Daniel Investment Group, Inc.'s GRPM Position: Q2 2026 in Review

Daniel Investment Group, Inc. opened a new position in Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026: 4,375 shares worth $569K. The stake represents 0.34% of the portfolio and ranks #20 among its holdings.

49 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Daniel Investment Group, Inc. held 4,375 shares of Invesco S&P MidCap 400 GARP ETF worth $569K as of Q2 2026.
Invesco S&P MidCap 400 GARP ETF was a new Daniel Investment Group, Inc. position in Q2 2026.
Invesco S&P MidCap 400 GARP ETF made up 0.34% of Daniel Investment Group, Inc.'s portfolio in Q2 2026, its #20 holding.
49 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Daniel Investment Group, Inc.'s 13F filing for Q2 2026, filed 3 Aug 2026.