Orion Portfolio Solutions’s Invesco India ETF IMVP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.13M	Sell	85,111 -15,206	-15%	-$374K	0.02%	673
2024 Q4	$2.59M	Sell	100,317 -7,117	-7%	-$205K	0.03%	573
2024 Q3	$3.3M	Sell	107,434 -4,915	-4%	-$147K	0.03%	461
2024 Q2	$3.28M	Sell	112,349 -4,565	-4%	-$126K	0.03%	434
2024 Q1	$3.13M	Buy	116,914 +5,262	+5%	+$139K	0.03%	458
2023 Q4	$2.87M	Buy	111,652 +34,832	+45%	+$837K	0.03%	462
2023 Q3	$1.8M	Sell	76,820 -2,458	-3%	-$57.7K	0.02%	660
2023 Q2	$1.82M	Buy	+79,278	New	+$1.72M	0.02%	695

Other funds holding IMVP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Orion Portfolio Solutions's IMVP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Invesco India ETF (IMVP) stake by 15% in Q1 2025, selling an estimated $374K and leaving 85,111 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #673.

Orion Portfolio Solutions first reported a position in IMVP in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.3M in Q3 2024. 80 funds tracked by Wall St. Rank hold IMVP as of Q1 2025.

Orion Portfolio Solutions held 85,111 shares of Invesco India ETF worth $2.13M as of Q1 2025.
Orion Portfolio Solutions sold 15,206 Invesco India ETF shares in Q1 2025, an estimated $374K.
Invesco India ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #673 holding.
Orion Portfolio Solutions first reported a position in Invesco India ETF in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's Invesco India ETF position peaked at $3.3M in Q3 2024.
80 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.