SWM
IMVP

SeaCrest Wealth Management’s Invesco India ETF IMVP Stock Holding History

SeaCrest Wealth Management’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
2023
Q3 		– Sell
-21,494
Closed -$495K – 642
2023
Q2 		$495K Sell
21,494
-150
-0.7% -$3.25K 0.06% 323
2023
Q1 		$447K Buy
21,644
+5,232
+32% +$110K 0.06% 349
2022
Q4 		$349K Buy
+16,412
New +$396K 0.05% 416
2019
Q3 		– Sell
-22,364
Closed -$565K – 558
2019
Q2 		$565K Buy
22,364
+2,926
+15% +$73.8K 0.12% 214
2019
Q1 		$492K Sell
19,438
-1,772
-8% -$42.7K 0.08% 236
2018
Q4 		$513K Buy
21,210
+20,700
+4,059% +$477K 0.11% 202
2018
Q3 		$12K Sell
510
-100
-16% -$2.55K ﹤0.01% 1580
2018
Q2 		$15K Hold
610
– – ﹤0.01% 1467
2018
Q1 		$15K Sell
610
-24,075
-98% -$631K ﹤0.01% 1437
2017
Q4 		$652K Buy
+24,685
New +$623K 0.12% 179

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return