SPIA
IMVP

Steward Partners Investment Advisory’s Invesco India ETF IMVP Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$39.5K Hold
1,923
– – ﹤0.01% 2904
2025
Q4 		$46.7K Buy
1,923
+1,598
+492% +$41.2K ﹤0.01% 2708
2025
Q3 		$8.15K Buy
+325
New +$8.41K ﹤0.01% 3486
2021
Q2 		– Sell
-415
Closed -$10.2K – 7324
2021
Q1 		$10.2K Buy
+415
New +$10.1K ﹤0.01% 2774
2020
Q1 		– Sell
-90
Closed -$1K – 2645
2019
Q4 		$1K Sell
90
-60
-40% -$1.46K ﹤0.01% 2531
2019
Q3 		$3K Hold
150
– – ﹤0.01% 2368
2019
Q2 		$3K Buy
+150
New +$3.78K ﹤0.01% 2364
2018
Q4 		– Sell
-90
Closed -$2K – 1757
2018
Q3 		$2K Hold
90
– – ﹤0.01% 2392
2018
Q2 		$2K Hold
90
– – ﹤0.01% 2241
2018
Q1 		$2K Buy
+90
New +$2.36K ﹤0.01% 2025

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return