LCGC
IMVP

Legacy Capital Group California’s Invesco India ETF IMVP Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-15,092
Closed -$389K – 346
2024
Q4 		$389K Sell
15,092
-858
-5% -$24.7K 0.12% 210
2024
Q3 		$490K Buy
15,950
+1,201
+8% +$35.9K 0.16% 175
2024
Q2 		$431K Buy
+14,749
New +$407K 0.16% 187

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Legacy Capital Group California's IMVP Position: Q1 2025 in Review

Legacy Capital Group California sold out of Invesco India ETF (IMVP) in Q1 2025, closing a stake of 15,092 shares — an estimated $389K sold.

Legacy Capital Group California first reported a position in IMVP in Q2 2024 and held it in 3 quarters. The position peaked at $490K in Q3 2024. 80 funds tracked by Wall St. Rank hold IMVP as of Q1 2025.

  • Legacy Capital Group California reported no remaining Invesco India ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 15,092 Invesco India ETF shares in Q1 2025, an estimated $389K.
  • Legacy Capital Group California first reported a position in Invesco India ETF in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Invesco India ETF position peaked at $490K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.