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 Q2	$419K	Sell	20,912 -10,236	-33%	-$215K	﹤0.01%	2288
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies's IMVP Position: Q2 2026 in Review

Jones Financial Companies reduced its Invesco India ETF (IMVP) stake by 33% in Q2 2026, selling an estimated $215K and leaving 20,912 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Jones Financial Companies first reported a position in IMVP in Q1 2024 and has held it in 10 quarters since. The position peaked at $752K in Q2 2025. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

Jones Financial Companies held 20,912 shares of Invesco India ETF worth $419K as of Q2 2026.
Jones Financial Companies sold 10,236 Invesco India ETF shares in Q2 2026, an estimated $215K.
Invesco India ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2288 holding.
Jones Financial Companies first reported a position in Invesco India ETF in Q1 2024 and has held it in 10 quarters since.
Jones Financial Companies's Invesco India ETF position peaked at $752K in Q2 2025.
62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.