Birchbrook’s Invesco India ETF IMVP Stock Holding History

Birchbrook’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
2026 Q2	$4.69K	Buy	234 +7	+3%	+$147	﹤0.01%	239
2026 Q1	$4.67K	Hold	227	–	–	﹤0.01%	233
2025 Q4	$5.53K	Buy	227 +15	+7%	+$387	﹤0.01%	236
2025 Q3	$5.33K	Hold	212	–	–	﹤0.01%	212
2025 Q2	$5.72K	Hold	212	–	–	﹤0.01%	210
2025 Q1	$5.31K	Hold	212	–	–	﹤0.01%	206
2024 Q4	$5.47K	Buy	212 +15	+8%	+$431	﹤0.01%	225
2024 Q3	$6.04K	Buy	197 +10	+5%	+$299	﹤0.01%	202
2024 Q2	$5.46K	Hold	187	–	–	﹤0.01%	212
2024 Q1	$4.99K	Hold	187	–	–	﹤0.01%	220
2023 Q4	$4.78K	Buy	+187	New	+$4.49K	﹤0.01%	242

Other funds holding IMVP

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Birchbrook's IMVP Position: Q2 2026 in Review

Birchbrook increased its Invesco India ETF (IMVP) stake by 3.1% in Q2 2026, buying an estimated $147 and bringing the position to 234 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Birchbrook first reported a position in IMVP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.04K in Q3 2024. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

Birchbrook held 234 shares of Invesco India ETF worth $4.69K as of Q2 2026.
Birchbrook bought 7 Invesco India ETF shares in Q2 2026, an estimated $147.
Invesco India ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #239 holding.
Birchbrook first reported a position in Invesco India ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Invesco India ETF position peaked at $6.04K in Q3 2024.
62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.