LSPW
IMVP

Lake Street Private Wealth’s Invesco India ETF IMVP Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-8,392
Closed -$245K – 306
2024
Q2 		$245K Buy
+8,392
New +$232K 0.03% 285

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
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

Lake Street Private Wealth's IMVP Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Invesco India ETF (IMVP) in Q3 2024, closing a stake of 8,392 shares — an estimated $245K sold.

Lake Street Private Wealth first reported a position in IMVP in Q2 2024 and held it in 1 quarter. The position peaked at $245K in Q2 2024. 79 funds tracked by Wall St. Rank hold IMVP as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Invesco India ETF position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 8,392 Invesco India ETF shares in Q3 2024, an estimated $245K.
  • Lake Street Private Wealth first reported a position in Invesco India ETF in Q2 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's Invesco India ETF position peaked at $245K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.