LPL Financial
IMVP

LPL Financial’s Invesco India ETF IMVP Stock Holding History

LPL Financial’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 		$1.84M Sell
91,543
-7,511
-8% -$158K ﹤0.01% 3845
2026
Q1 		$2.03M Sell
99,054
-27,294
-22% -$625K ﹤0.01% 3496
2025
Q4 		$3.07M Sell
126,348
-83,579
-40% -$2.16M ﹤0.01% 2997
2025
Q3 		$5.26M Sell
209,927
-40,724
-16% -$1.05M ﹤0.01% 2420
2025
Q2 		$6.76M Buy
250,651
+39,359
+19% +$1.02M ﹤0.01% 2062
2025
Q1 		$5.28M Sell
211,292
-15,201
-7% -$373K ﹤0.01% 2103
2024
Q4 		$5.84M Buy
226,493
+4,044
+2% +$116K ﹤0.01% 1952
2024
Q3 		$6.83M Sell
222,449
-89,255
-29% -$2.67M ﹤0.01% 1746
2024
Q2 		$9.11M Buy
311,704
+36,795
+13% +$1.02M ﹤0.01% 1430
2024
Q1 		$7.35M Buy
274,909
+61,644
+29% +$1.62M ﹤0.01% 1519
2023
Q4 		$5.46M Buy
213,265
+73,262
+52% +$1.76M ﹤0.01% 1634
2023
Q3 		$3.29M Buy
140,003
+73,290
+110% +$1.72M ﹤0.01% 1881
2023
Q2 		$1.54M Buy
66,713
+41,154
+161% +$893K ﹤0.01% 2485
2023
Q1 		$528K Buy
25,559
+9,152
+56% +$192K ﹤0.01% 3274
2022
Q4 		$349K Buy
16,407
+5,902
+56% +$143K ﹤0.01% 3549
2022
Q3 		$247K Sell
10,505
-259
-2% -$6.33K ﹤0.01% 3756
2022
Q2 		$244K Buy
10,764
+697
+7% +$17K ﹤0.01% 3798
2022
Q1 		$261K Buy
+10,067
New +$261K ﹤0.01% 3679
2021
Q4 		– Sell
-14,989
Closed -$427K – 4435
2021
Q3 		$427K Sell
14,989
-37,128
-71% -$1.01M ﹤0.01% 3365
2021
Q2 		$1.34M Sell
52,117
-80,410
-61% -$2M ﹤0.01% 2324
2021
Q1 		$3.26M Buy
132,527
+116,774
+741% +$2.84M ﹤0.01% 1514
2020
Q4 		$366K Buy
+15,753
New +$332K ﹤0.01% 3041
2020
Q2 		– Sell
-11,166
Closed -$155K – 3495
2020
Q1 		$155K Sell
11,166
-8,238
-42% -$149K ﹤0.01% 2889
2019
Q4 		$385K Buy
19,404
+5,402
+39% +$131K ﹤0.01% 2580
2019
Q3 		$339K Sell
14,002
-3,183
-19% -$75.9K ﹤0.01% 2576
2019
Q2 		$434K Sell
17,185
-100
-0.6% -$2.52K ﹤0.01% 2379
2019
Q1 		$438K Buy
17,285
+600
+4% +$14.4K ﹤0.01% 2332
2018
Q4 		$403K Buy
16,685
+905
+6% +$20.8K ﹤0.01% 2218
2018
Q3 		$378K Sell
15,780
-704
-4% -$18K ﹤0.01% 2464
2018
Q2 		$405K Sell
16,484
-300
-2% -$7.49K ﹤0.01% 2379
2018
Q1 		$422K Buy
16,784
+3,426
+26% +$89.8K ﹤0.01% 2307
2017
Q4 		$353K Buy
13,358
+512
+4% +$12.9K ﹤0.01% 2353
2017
Q3 		$304K Buy
12,846
+237
+2% +$5.78K ﹤0.01% 2350
2017
Q2 		$287K Sell
12,609
-563
-4% -$13K ﹤0.01% 2327
2017
Q1 		$303K Buy
13,172
+330
+3% +$7.01K ﹤0.01% 2187
2016
Q4 		$250K Buy
+12,842
New +$256K ﹤0.01% 2316
2016
Q2 		– Sell
-19,448
Closed -$362K – 2895
2016
Q1 		$362K Sell
19,448
-5,099
-21% -$92.9K ﹤0.01% 2385
2015
Q4 		$475K Sell
24,547
-28,172
-53% -$552K ﹤0.01% 2220
2015
Q3 		$1.08M Sell
52,719
-5,508
-9% -$114K 0.01% 1196
2015
Q2 		$1.29M Buy
58,227
+41,328
+245% +$899K 0.01% 1175
2015
Q1 		$387K Sell
16,899
-12,009
-42% -$271K ﹤0.01% 2037
2014
Q4 		$607K Sell
28,908
-1,754
-6% -$38.2K ﹤0.01% 1639
2014
Q3 		$653K Buy
30,662
+14,861
+94% +$325K ﹤0.01% 1580
2014
Q2 		$342K Sell
15,801
-6,342
-29% -$128K ﹤0.01% 2097
2014
Q1 		$414K Buy
22,143
+953
+4% +$16.5K ﹤0.01% 1879
2013
Q4 		$373K Buy
21,190
+68
+0.3% +$1.16K ﹤0.01% 1948
2013
Q3 		$370K Sell
21,122
-573
-3% -$9.22K ﹤0.01% 1859
2013
Q2 		$359K Buy
+21,695
New +$386K ﹤0.01% 1777

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Neuberger Berman Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial's IMVP Position: Q2 2026 in Review

LPL Financial reduced its Invesco India ETF (IMVP) stake by 7.6% in Q2 2026, selling an estimated $158K and leaving 91,543 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

LPL Financial first reported a position in IMVP in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.11M in Q2 2024. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

  • LPL Financial held 91,543 shares of Invesco India ETF worth $1.84M as of Q2 2026.
  • LPL Financial sold 7,511 Invesco India ETF shares in Q2 2026, an estimated $158K.
  • Invesco India ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3845 holding.
  • LPL Financial first reported a position in Invesco India ETF in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's Invesco India ETF position peaked at $9.11M in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.