Blue Trust Inc’s Invesco India ETF IMVP Stock Holding History

Blue Trust 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
2026 Q2	$641K	Buy	31,914 +3,776	+13%	+$79.3K	0.01%	408
2026 Q1	$578K	Sell	28,138 -4,717	-14%	-$108K	0.01%	439
2025 Q4	$799K	Sell	32,855 -2,157	-6%	-$55.7K	0.01%	336
2025 Q3	$878K	Buy	35,012 +1,616	+5%	+$41.8K	0.01%	338
2025 Q2	$900K	Buy	33,396 +1,921	+6%	+$49.9K	0.01%	301
2025 Q1	$787K	Buy	31,475 +5,100	+19%	+$125K	0.01%	292
2024 Q4	$680K	Sell	26,375 -24	-0.1%	-$690	0.01%	299
2024 Q3	$772K	Buy	26,399 +2,754	+12%	+$82.3K	0.01%	334
2024 Q2	$632K	Buy	23,645 +3,583	+18%	+$98.9K	0.01%	306
2024 Q1	$536K	Buy	20,062 +7,995	+66%	+$210K	0.01%	266
2023 Q4	$284K	Buy	12,067 +360	+3%	+$8.65K	﹤0.01%	345
2023 Q3	$269K	Buy	+11,707	New	+$275K	﹤0.01%	365

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

Blue Trust Inc's IMVP Position: Q2 2026 in Review

Blue Trust Inc increased its Invesco India ETF (IMVP) stake by 13% in Q2 2026, buying an estimated $79.3K and bringing the position to 31,914 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #408.

Blue Trust Inc first reported a position in IMVP in Q3 2023 and has held it in 12 quarters since. The position peaked at $900K in Q2 2025. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

Blue Trust Inc held 31,914 shares of Invesco India ETF worth $641K as of Q2 2026.
Blue Trust Inc bought 3,776 Invesco India ETF shares in Q2 2026, an estimated $79.3K.
Invesco India ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #408 holding.
Blue Trust Inc first reported a position in Invesco India ETF in Q3 2023 and has held it in 12 quarters since.
Blue Trust Inc's Invesco India ETF position peaked at $900K in Q2 2025.
62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.