Colonial Trust Advisors’s Invesco India ETF IMVP Stock Holding History

Colonial Trust 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
2023 Q2	–	Sell	-105	Closed	-$2.17K	–	925
2023 Q1	$2.17K	Hold	105	–	–	﹤0.01%	721
2022 Q4	$2.23K	Buy	+105	New	+$2.54K	﹤0.01%	710

Other funds holding IMVP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Colonial Trust Advisors's IMVP Position: Q2 2023 in Review

Colonial Trust Advisors sold out of Invesco India ETF (IMVP) in Q2 2023, closing a stake of 105 shares — an estimated $2.17K sold.

Colonial Trust Advisors first reported a position in IMVP in Q4 2022 and held it in 2 quarters. The position peaked at $2.23K in Q4 2022. 45 funds tracked by Wall St. Rank hold IMVP as of Q2 2023.

Colonial Trust Advisors reported no remaining Invesco India ETF position as of Q2 2023 after selling out during the quarter.
Colonial Trust Advisors sold 105 Invesco India ETF shares in Q2 2023, an estimated $2.17K.
Colonial Trust Advisors first reported a position in Invesco India ETF in Q4 2022 and held it in 2 quarters.
Colonial Trust Advisors's Invesco India ETF position peaked at $2.23K in Q4 2022.
45 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2023.

Based on Colonial Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.