PWPS
IMVP

Pinnacle Wealth Planning Services’s Invesco India ETF IMVP Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$3.01K Hold
150
– – ﹤0.01% 2397
2026
Q1 		$3.08K Hold
150
– – ﹤0.01% 2363
2025
Q4 		$3.65K Buy
+150
New +$3.87K ﹤0.01% 2354

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's IMVP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Invesco India ETF (IMVP) position steady in Q2 2026 at 150 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Pinnacle Wealth Planning Services first reported a position in IMVP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.65K in Q4 2025. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 150 shares of Invesco India ETF worth $3.01K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Invesco India ETF share count unchanged in Q2 2026.
  • Invesco India ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2397 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco India ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Invesco India ETF position peaked at $3.65K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.