NFSG
IMVP

Newbridge Financial Services Group’s Invesco India ETF IMVP Stock Holding History

Newbridge Financial Services Group’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
2023
Q3 		– Sell
-400
Closed -$9.21K – 1379
2023
Q2 		$9.21K Hold
400
– – ﹤0.01% 900
2023
Q1 		$8.26K Hold
400
– – ﹤0.01% 947
2022
Q4 		$8.52K Hold
400
– – ﹤0.01% 945
2022
Q3 		$9K Hold
400
– – 0.01% 912
2022
Q2 		$9K Hold
400
– – 0.01% 894
2022
Q1 		$10K Hold
400
– – ﹤0.01% 943
2021
Q4 		$11K Hold
400
– – 0.01% 899
2021
Q3 		$11K Buy
+400
New +$10.9K 0.01% 850

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
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
EAM
Eschler Asset Management London, United Kingdom $56.2M AUM 86.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's IMVP Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Invesco India ETF (IMVP) in Q3 2023, closing a stake of 400 shares — an estimated $9.21K sold.

Newbridge Financial Services Group first reported a position in IMVP in Q3 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 47 funds tracked by Wall St. Rank hold IMVP as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Invesco India ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 400 Invesco India ETF shares in Q3 2023, an estimated $9.21K.
  • Newbridge Financial Services Group first reported a position in Invesco India ETF in Q3 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's Invesco India ETF position peaked at $11K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.