Bogart Wealth LLC’s Invesco India ETF IMVP Stock Holding History

Bogart Wealth LLC’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	$763	Hold	38	–	–	﹤0.01%	1672
2026 Q1	$780	Hold	38	–	–	﹤0.01%	1500
2025 Q4	$924	Hold	38	–	–	﹤0.01%	1342
2025 Q3	$953	Sell	38 -2,199	-98%	-$56.9K	﹤0.01%	1299
2025 Q2	$60.3K	Buy	2,237 +38	+2%	+$986	﹤0.01%	411
2025 Q1	$55K	Hold	2,199	–	–	﹤0.01%	403
2024 Q4	$56.7K	Buy	2,199 +171	+8%	+$4.92K	﹤0.01%	388
2024 Q3	$62.3K	Buy	2,028 +190	+10%	+$5.68K	﹤0.01%	368
2024 Q2	$53.7K	Buy	1,838 +25	+1%	+$690	﹤0.01%	396
2024 Q1	$48.5K	Buy	1,813 +450	+33%	+$11.8K	﹤0.01%	391
2023 Q4	$34.9K	Buy	+1,363	New	+$32.7K	﹤0.01%	425

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

Bogart Wealth LLC's IMVP Position: Q2 2026 in Review

Bogart Wealth LLC held its Invesco India ETF (IMVP) position steady in Q2 2026 at 38 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Bogart Wealth LLC first reported a position in IMVP in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.3K in Q3 2024. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

Bogart Wealth LLC held 38 shares of Invesco India ETF worth $763 as of Q2 2026.
Bogart Wealth LLC left its Invesco India ETF share count unchanged in Q2 2026.
Invesco India ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1672 holding.
Bogart Wealth LLC first reported a position in Invesco India ETF in Q4 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's Invesco India ETF position peaked at $62.3K in Q3 2024.
62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.