AXXCESS WEALTH MANAGEMENT, LLC GRPM — INVESCO EXCHANGE TRADED FD T

Ownership history in AXXCESS WEALTH MANAGEMENT, LLC  ·  16 quarters on record

AI Ownership Summary

AXXCESS WEALTH MANAGEMENT, LLC reported INVESCO EXCHANGE TRADED FD T (GRPM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows GRPM at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GRPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AXXCESS WEALTH MANAGEMENT, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GRPM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GRPM stock page AXXCESS WEALTH MANAGEMENT, LLC fund profile AXXCESS WEALTH MANAGEMENT, LLC full holdings
How AXXCESS WEALTH MANAGEMENT, LLC held GRPM — position size vs. price
% of Fund (quarterly)    GRPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,607 +1,664 +4.8% 0.14% $4.3M 2026-04-29 $124.45
2025 Q4 ADDED — — — 34,943 +1,011 +3.0% 0.02% $4.2M 2026-02-06 $124.48
2025 Q3 ADDED — — — 33,932 +26,457 +353.9% 0.09% $4.1M 2025-11-07 $117.64
2025 Q2 REDUCED 6.8% +11.0% ❌ 7,475 -542 -6.8% 0.02% $817K 2025-07-28 $115.94
2025 Q1 ADDED — — — 8,017 +314 +4.1% 0.02% $839K 2025-04-30 $99.17
2024 Q4 ADDED — — — 7,703 +3,899 +102.5% 0.02% $869K 2025-02-10 $111.61
2024 Q3 REDUCED — — — 3,804 -87 -2.2% 0.01% $445K 2024-11-04 $113.40
2024 Q2 REDUCED — — — 3,891 -175 -4.3% 0.01% $445K 2024-08-09 $110.32
2024 Q1 REDUCED 16.1% -5.5% ✅ 4,066 -781 -16.1% 0.01% $489K 2024-05-14 $115.84
2023 Q4 REDUCED 34.7% +22.3% ❌ 4,847 -2,578 -34.7% 0.01% $477K 2024-02-06 $97.60
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GRPM

As of 2026 Q1 — sorted by position size

626 Financial, LLC 3Y 4.77% WealthCare Investment Partners, LLC 3Y 1.48% Fortitude Financial, LLC 0.63% Fortune Financial Group, Inc. 0.53% Davis Investment Partners, LLC 3Y 0.38% Asset Allocation Strategies LLC 3Y 0.38% International Private Wealth Advisors LLC 0.16% Courage Miller Partners, LLC 3Y 7Y 0.07% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.06% Medallion Wealth Advisors, LLC 0.05%

FAQ About AXXCESS WEALTH MANAGEMENT, LLC and GRPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AXXCESS WEALTH MANAGEMENT, LLC reported owning GRPM?

AXXCESS WEALTH MANAGEMENT, LLC reported GRPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GRPM position in AXXCESS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GRPM was 0.14% in 2026 Q1.

What is the latest reported GRPM position on this page?

The most recent filing on this page is 2026 Q1, when AXXCESS WEALTH MANAGEMENT, LLC reported 36,607 shares, equal to 0.14% of portfolio, with an estimated market value of $4.3M.

What does the chart on this GRPM ownership page compare?

The chart compares AXXCESS WEALTH MANAGEMENT, LLC's quarterly GRPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AXXCESS WEALTH MANAGEMENT, LLC time their GRPM position?

Based on 13F filing dates vs. subsequent GRPM price moves, AXXCESS WEALTH MANAGEMENT, LLC correctly timed 6 out of 15 reported position changes (40%).

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