CPG
IMVP

Custom Portfolio Group’s Invesco India ETF IMVP Stock Holding History

Custom Portfolio Group’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
Q2 		$2.19K Hold
75
– – ﹤0.01% 213
2024
Q1 		$2K Hold
75
– – ﹤0.01% 218
2023
Q4 		$1.92K Buy
+75
New +$1.8K ﹤0.01% 213

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Custom Portfolio Group's IMVP Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco India ETF (IMVP) position steady in Q2 2024 at 75 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Custom Portfolio Group first reported a position in IMVP in Q4 2023 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold IMVP as of Q2 2024.

  • Custom Portfolio Group held 75 shares of Invesco India ETF worth $2.19K as of Q2 2024.
  • Custom Portfolio Group left its Invesco India ETF share count unchanged in Q2 2024.
  • Invesco India ETF made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #213 holding.
  • Custom Portfolio Group first reported a position in Invesco India ETF in Q4 2023 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.