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 New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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.