EWA
IMVP

Evolution Wealth Advisors’s Invesco India ETF IMVP Stock Holding History

Evolution Wealth 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
2024
Q4 		– Sell
-13,372
Closed -$411K – 151
2024
Q3 		$411K Hold
13,372
– – 0.07% 94
2024
Q2 		$391K Hold
13,372
– – 0.08% 92
2024
Q1 		$357K Hold
13,372
– – 0.07% 92
2023
Q4 		$342K Buy
13,372
+685
+5% +$16.5K 0.07% 92
2023
Q3 		$298K Hold
12,687
– – 0.07% 95
2023
Q2 		$292K Sell
12,687
-3,746
-23% -$81.3K 0.06% 92
2023
Q1 		$339K Sell
16,433
-3,192
-16% -$66.9K 0.08% 89
2022
Q4 		$418K Buy
+19,625
New +$474K 0.11% 82

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

Evolution Wealth Advisors's IMVP Position: Q4 2024 in Review

Evolution Wealth Advisors sold out of Invesco India ETF (IMVP) in Q4 2024, closing a stake of 13,372 shares — an estimated $411K sold.

Evolution Wealth Advisors first reported a position in IMVP in Q4 2022 and held it in 8 quarters. The position peaked at $418K in Q4 2022. 76 funds tracked by Wall St. Rank hold IMVP as of Q4 2024.

  • Evolution Wealth Advisors reported no remaining Invesco India ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 13,372 Invesco India ETF shares in Q4 2024, an estimated $411K.
  • Evolution Wealth Advisors first reported a position in Invesco India ETF in Q4 2022 and held it in 8 quarters.
  • Evolution Wealth Advisors's Invesco India ETF position peaked at $418K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2024.

Based on Evolution Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.