ML
IMVP

McAdam LLC’s Invesco India ETF IMVP Stock Holding History

McAdam LLC’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 		$586K Sell
29,205
-269,816
-90% -$5.67M 0.02% 250
2026
Q1 		$6.14M Buy
299,021
+6,054
+2% +$139K 0.28% 46
2025
Q4 		$7.12M Buy
292,967
+57,525
+24% +$1.48M 0.33% 36
2025
Q3 		$5.9M Buy
235,442
+11,065
+5% +$286K 0.29% 44
2025
Q2 		$6.05M Buy
224,377
+15,015
+7% +$390K 0.33% 40
2025
Q1 		$5.24M Sell
209,362
-4,000
-2% -$98.3K 0.32% 37
2024
Q4 		$5.5M Buy
213,362
+40,954
+24% +$1.18M 0.3% 49
2024
Q3 		$5.29M Sell
172,408
-6,399
-4% -$191K 0.3% 52
2024
Q2 		$5.23M Buy
178,807
+11,734
+7% +$324K 0.31% 49
2024
Q1 		$4.47M Buy
167,073
+11,757
+8% +$310K 0.29% 51
2023
Q4 		$3.98M Buy
155,316
+8,359
+6% +$201K 0.29% 51
2023
Q3 		$3.45M Buy
146,957
+14,065
+11% +$330K 0.28% 52
2023
Q2 		$3.06M Buy
132,892
+16,411
+14% +$356K 0.25% 54
2023
Q1 		$2.41M Buy
116,481
+26,303
+29% +$552K 0.22% 68
2022
Q4 		$2.41M Sell
90,178
-10,184
-10% -$246K 0.24% 53
2022
Q3 		$2.36M Buy
100,362
+5,210
+5% +$127K 0.26% 64
2022
Q2 		$2.16M Sell
95,152
-5,449
-5% -$133K 0.23% 68
2022
Q1 		$2.6M Buy
100,601
+10,423
+12% +$270K 0.25% 59
2021
Q4 		$2.41M Buy
90,178
+9,388
+12% +$264K 0.24% 53
2021
Q3 		$2.3M Sell
80,790
-3,599
-4% -$98.2K 0.26% 51
2021
Q2 		$2.2M Buy
84,389
+16,250
+24% +$405K 0.25% 54
2021
Q1 		$1.68M Buy
68,139
+4,448
+7% +$108K 0.24% 57
2020
Q4 		$1.54M Buy
63,691
+49,356
+344% +$1.04M 0.24% 54
2020
Q3 		$280K Buy
14,335
+1,628
+13% +$30.9K 0.05% 105
2020
Q2 		$217K Buy
12,707
+2,454
+24% +$38.5K 0.05% 110
2020
Q1 		$142K Buy
+10,253
New +$186K 0.04% 102
2018
Q4 		– Sell
-6,476
Closed -$154K – 453
2018
Q3 		$154K Sell
6,476
-57
-0.9% -$1.46K 0.06% 79
2018
Q2 		$161K Buy
6,533
+844
+15% +$21.1K 0.07% 70
2018
Q1 		$143K Buy
+5,689
New +$149K 0.07% 80

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

McAdam LLC's IMVP Position: Q2 2026 in Review

McAdam LLC reduced its Invesco India ETF (IMVP) stake by 90% in Q2 2026, selling an estimated $5.67M and leaving 29,205 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #250.

McAdam LLC first reported a position in IMVP in Q1 2018 and has held it in 29 quarters since. The position peaked at $7.12M in Q4 2025. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

  • McAdam LLC held 29,205 shares of Invesco India ETF worth $586K as of Q2 2026.
  • McAdam LLC sold 269,816 Invesco India ETF shares in Q2 2026, an estimated $5.67M.
  • Invesco India ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #250 holding.
  • McAdam LLC first reported a position in Invesco India ETF in Q1 2018 and has held it in 29 quarters since.
  • McAdam LLC's Invesco India ETF position peaked at $7.12M in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.