Stifel Financial

Stifel Financial’s Invesco India ETF IMVP Stock Holding History

Stifel Financial’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 Q3	–	Sell	-120,709	Closed	-$3.25M	–	3617
2025 Q2	$3.25M	Buy	+120,709	New	+$3.13M	﹤0.01%	1499
2024 Q4	–	Sell	-11,709	Closed	-$360K	–	3464
2024 Q3	$360K	Sell	11,709 -112,774	-91%	-$3.37M	﹤0.01%	2868
2024 Q2	$3.64M	Buy	124,483 +27,500	+28%	+$759K	﹤0.01%	1320
2024 Q1	$2.59M	Sell	96,983 -146,431	-60%	-$3.86M	﹤0.01%	1539
2023 Q4	$6.23M	Sell	243,414 -10,713	-4%	-$257K	0.01%	990
2023 Q3	$5.97M	Buy	+254,127	New	+$5.97M	0.01%	944
2019 Q3	–	Sell	-16,379	Closed	-$411K	–	2946
2019 Q2	$411K	Buy	16,379 +1,699	+12%	+$42.8K	﹤0.01%	2308
2019 Q1	$369K	Buy	14,680 +828	+6%	+$19.9K	﹤0.01%	2239
2018 Q4	$332K	Buy	13,852 +4,882	+54%	+$112K	﹤0.01%	2170
2018 Q3	$212K	Buy	+8,970	New	+$229K	﹤0.01%	2554
2016 Q3	–	Sell	-10,114	Closed	-$198K	–	2484
2016 Q2	$198K	Buy	+10,114	New	+$199K	﹤0.01%	2257

Other funds holding IMVP

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return