CPA
IMVP

Clear Perspective Advisors’s Invesco India ETF IMVP Stock Holding History

Clear Perspective Advisors’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
2019
Q3 		– Sell
-3,025
Closed -$76K – 182
2019
Q2 		$76K Buy
+3,025
New +$76.3K 0.05% 154
2019
Q1 		– Sell
-9,613
Closed -$232K – 145
2018
Q4 		$232K Buy
9,613
+137
+1% +$3.15K 0.19% 122
2018
Q3 		$227K Hold
9,476
– – 0.17% 134
2018
Q2 		$233K Buy
+9,476
New +$237K 0.16% 130
2018
Q1 		– Sell
-9,542
Closed -$250K – 121
2017
Q4 		$252K Buy
9,542
+3,242
+51% +$81.9K 0.19% 122
2017
Q3 		$149K Buy
6,300
+1,950
+45% +$47.5K 0.12% 152
2017
Q2 		$99K Hold
4,350
– – 0.08% 168
2017
Q1 		$99K Hold
4,350
– – 0.07% 162
2016
Q4 		$84K Buy
+4,350
New +$86.7K 0.06% 169

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return