BWL
IMVP

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return