PWMG
IMVP

Private Wealth Management Group’s Invesco India ETF IMVP Stock Holding History

Private Wealth Management 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
2025
Q1 		– Sell
-1,140
Closed -$29.4K – 1565
2024
Q4 		$29.4K Buy
+1,140
New +$32.8K 0.01% 230

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ML
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Private Wealth Management Group's IMVP Position: Q1 2025 in Review

Private Wealth Management Group sold out of Invesco India ETF (IMVP) in Q1 2025, closing a stake of 1,140 shares — an estimated $29.4K sold.

Private Wealth Management Group first reported a position in IMVP in Q4 2024 and held it in 1 quarter. The position peaked at $29.4K in Q4 2024. 80 funds tracked by Wall St. Rank hold IMVP as of Q1 2025.

  • Private Wealth Management Group reported no remaining Invesco India ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 1,140 Invesco India ETF shares in Q1 2025, an estimated $29.4K.
  • Private Wealth Management Group first reported a position in Invesco India ETF in Q4 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Invesco India ETF position peaked at $29.4K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.