CSWM
IMVP

Cassady Schiller Wealth Management’s Invesco India ETF IMVP Stock Holding History

Cassady Schiller Wealth Management’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 		$618 Hold
24
– – ﹤0.01% 916
2024
Q3 		$737 Hold
24
– – ﹤0.01% 433
2024
Q2 		$702 Hold
24
– – ﹤0.01% 440
2024
Q1 		$642 Buy
+24
New +$632 ﹤0.01% 469

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Cassady Schiller Wealth Management's IMVP Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Invesco India ETF (IMVP) position steady in Q4 2024 at 24 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Cassady Schiller Wealth Management first reported a position in IMVP in Q1 2024 and has held it in 4 quarters since. The position peaked at $737 in Q3 2024. 76 funds tracked by Wall St. Rank hold IMVP as of Q4 2024.

  • Cassady Schiller Wealth Management held 24 shares of Invesco India ETF worth $618 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Invesco India ETF share count unchanged in Q4 2024.
  • Invesco India ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #916 holding.
  • Cassady Schiller Wealth Management first reported a position in Invesco India ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Invesco India ETF position peaked at $737 in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.