Jones Financial Companies
IMVP

Jones Financial Companies’s Invesco India ETF IMVP Stock Holding History

Jones Financial Companies’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
2026
Q1 		$625K Buy
31,148
+6,954
+29% +$159K ﹤0.01% 1936
2025
Q4 		$588K Sell
24,194
-2,762
-10% -$71.3K ﹤0.01% 1443
2025
Q3 		$678K Sell
26,956
-791
-3% -$20.5K ﹤0.01% 1272
2025
Q2 		$752K Buy
27,747
+10,739
+63% +$279K ﹤0.01% 1122
2025
Q1 		$424K Buy
17,008
+2,870
+20% +$70.5K ﹤0.01% 1198
2024
Q4 		$364K Buy
14,138
+5,579
+65% +$160K ﹤0.01% 1116
2024
Q3 		$266K Buy
8,559
+5,884
+220% +$176K ﹤0.01% 1047
2024
Q2 		$78.2K Buy
2,675
+2,545
+1,958% +$70.3K ﹤0.01% 1118
2024
Q1 		$3.48K Buy
+130
New +$3.42K ﹤0.01% 1212

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return