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 New York $150B AUM 40.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

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

EAM

Eschler Asset Management London, United Kingdom $56.2M AUM 86.67% 1-Year Est. Return

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

SeaCrest Wealth Management's IMVP Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Invesco India ETF (IMVP) in Q3 2023, closing a stake of 21,494 shares — an estimated $495K sold.

SeaCrest Wealth Management first reported a position in IMVP in Q4 2017 and held it in 10 quarters. The position peaked at $652K in Q4 2017. 47 funds tracked by Wall St. Rank hold IMVP as of Q3 2023.

SeaCrest Wealth Management reported no remaining Invesco India ETF position as of Q3 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 21,494 Invesco India ETF shares in Q3 2023, an estimated $495K.
SeaCrest Wealth Management first reported a position in Invesco India ETF in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's Invesco India ETF position peaked at $652K in Q4 2017.
47 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.