AssetMark Inc’s Invesco India ETF IMVP Stock Holding History

AssetMark Inc’s Portfolio IMVP Stock Details IMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52	Closed	-$1.6K	–	2645
2024 Q3	$1.6K	Buy	+52	New	+$1.55K	﹤0.01%	1918

Other funds holding IMVP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

AssetMark Inc's IMVP Position: Q4 2024 in Review

AssetMark Inc sold out of Invesco India ETF (IMVP) in Q4 2024, closing a stake of 52 shares — an estimated $1.6K sold.

AssetMark Inc first reported a position in IMVP in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 76 funds tracked by Wall St. Rank hold IMVP as of Q4 2024.

AssetMark Inc reported no remaining Invesco India ETF position as of Q4 2024 after selling out during the quarter.
AssetMark Inc sold 52 Invesco India ETF shares in Q4 2024, an estimated $1.6K.
AssetMark Inc first reported a position in Invesco India ETF in Q3 2024 and held it in 1 quarter.
AssetMark Inc's Invesco India ETF position peaked at $1.6K in Q3 2024.
76 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2024.

Based on AssetMark Inc's 13F filing for Q4 2024, filed 6 Feb 2025.