OIA
IMVP

OneDigital Investment Advisors’s Invesco India ETF IMVP Stock Holding History

OneDigital Investment Advisors’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
Q1 		$310K Sell
15,089
-606
-4% -$13.9K ﹤0.01% 1166
2025
Q4 		$382K Sell
15,695
-1,806
-10% -$46.6K ﹤0.01% 1081
2025
Q3 		$439K Sell
17,501
-395
-2% -$10.2K ﹤0.01% 996
2025
Q2 		$482K Sell
17,896
-47
-0.3% -$1.22K 0.01% 914
2025
Q1 		$449K Sell
17,943
-417
-2% -$10.2K 0.01% 900
2024
Q4 		$473K Buy
18,360
+270
+1% +$7.76K 0.01% 913
2024
Q3 		$556K Buy
18,090
+2,005
+12% +$59.9K 0.01% 899
2024
Q2 		$470K Buy
+16,085
New +$444K 0.01% 926
2019
Q2 		– Sell
-290
Closed -$7K – 1256
2019
Q1 		$7K Sell
290
-235
-45% -$5.66K ﹤0.01% 947
2018
Q4 		$13K Buy
+525
New +$12.1K ﹤0.01% 805
2018
Q2 		– Sell
-1,558
Closed -$39K – 1358
2018
Q1 		$39K Buy
+1,558
New +$40.8K 0.01% 594

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return