GRPM INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  18 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF (GRPM) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows GRPM at 0.03% 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 CREATIVE FINANCIAL DESIGNS INC /ADV's position in INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,259 +184 +4.5% 0.03% $504K 2026-04-13 $123.28
2025 Q4 ADDED 4,075 +834 +25.7% 0.03% $489K 2026-02-06 $124.48
2025 Q3 REDUCED 3,241 -13 -0.4% 0.03% $391K 2025-11-14 (Est.) $116.39
2025 Q2 ADDED 3,254 +616 +23.4% 0.03% $356K 2025-08-04 $113.69
2025 Q1 ADDED 2,638 +374 +16.5% 0.02% $276K 2025-04-23 $98.15
2024 Q4 ADDED 2,264 +962 +73.9% 0.02% $255K 2025-02-10 $111.61
2024 Q3 ADDED 1,302 +714 +121.4% 0.01% $152K 2024-10-28 $115.37
2024 Q2 UNCHANGED 588 0% 0.01% $67K 2024-08-06 $109.22
2024 Q1 UNCHANGED 588 0% 0.01% $71K 2024-05-01 $110.31
2023 Q4 REDUCED 588 -1,664 -73.9% 0.01% $58K 2024-01-10 $94.50
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and GRPM

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning GRPM?

CREATIVE FINANCIAL DESIGNS INC /ADV reported GRPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GRPM position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for GRPM was 0.03% in 2025 Q4.

What is the latest reported GRPM position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 4,259 shares, equal to 0.03% of portfolio, with an estimated market value of $504K.

What does the chart on this GRPM ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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.

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