OIA
IMVP

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

Optimum 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
2020
Q2 		– Sell
-1,100
Closed -$15K – 907
2020
Q1 		$15K Sell
1,100
-11,260
-91% -$204K 0.01% 631
2019
Q4 		$245K Hold
12,360
– – 0.07% 241
2019
Q3 		$299K Sell
12,360
-900
-7% -$21.5K 0.09% 213
2019
Q2 		$335K Hold
13,260
– – 0.11% 199
2019
Q1 		$336K Hold
13,260
– – 0.11% 196
2018
Q4 		$320K Hold
13,260
– – 0.11% 185
2018
Q3 		$318K Sell
13,260
-400
-3% -$10.2K 0.09% 223
2018
Q2 		$336K Hold
13,660
– – 0.1% 210
2018
Q1 		$343K Hold
13,660
– – 0.1% 202
2017
Q4 		$361K Buy
13,660
+600
+5% +$15.2K 0.11% 200
2017
Q3 		$309K Buy
13,060
+400
+3% +$9.75K 0.1% 218
2017
Q2 		$289K Hold
12,660
– – 0.1% 223
2017
Q1 		$289K Hold
12,660
– – 0.1% 225
2016
Q4 		$244K Hold
12,660
– – 0.09% 239
2016
Q3 		$262K Hold
12,660
– – 0.1% 235
2016
Q2 		$248K Hold
12,660
– – 0.1% 230
2016
Q1 		$243K Hold
12,660
– – 0.1% 220
2015
Q4 		$247K Hold
12,660
– – 0.1% 229
2015
Q3 		$251K Buy
+12,660
New +$261K 0.1% 220
2015
Q1 		$173K Buy
7,660
+2,250
+42% +$50.8K 0.05% 308
2014
Q4 		$114K Buy
5,410
+200
+4% +$4.35K 0.04% 341
2014
Q3 		$113K Sell
5,210
-1,250
-19% -$27.4K 0.04% 335
2014
Q2 		$140K Buy
6,460
+1,510
+31% +$30.4K 0.05% 305
2014
Q1 		$93K Buy
+4,950
New +$85.6K 0.03% 312

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Optimum Investment Advisors's IMVP Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Invesco India ETF (IMVP) in Q2 2020, closing a stake of 1,100 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in IMVP in Q1 2014 and held it in 24 quarters. The position peaked at $361K in Q4 2017. 33 funds tracked by Wall St. Rank hold IMVP as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Invesco India ETF position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,100 Invesco India ETF shares in Q2 2020, an estimated $15K.
  • Optimum Investment Advisors first reported a position in Invesco India ETF in Q1 2014 and held it in 24 quarters.
  • Optimum Investment Advisors's Invesco India ETF position peaked at $361K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.