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Thomas J. Herzfeld Advisors’s Invesco India ETF IMVP Stock Holding History

Thomas J. Herzfeld Advisors’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
Q4 		– Sell
-159
Closed -$3.73K – 291
2023
Q3 		$3.73K Hold
159
– – ﹤0.01% 282
2023
Q2 		$3.66K Buy
+159
New +$3.45K ﹤0.01% 291

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Thomas J. Herzfeld Advisors's IMVP Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Invesco India ETF (IMVP) in Q4 2023, closing a stake of 159 shares — an estimated $3.73K sold.

Thomas J. Herzfeld Advisors first reported a position in IMVP in Q2 2023 and held it in 2 quarters. The position peaked at $3.73K in Q3 2023. 60 funds tracked by Wall St. Rank hold IMVP as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Invesco India ETF position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 159 Invesco India ETF shares in Q4 2023, an estimated $3.73K.
  • Thomas J. Herzfeld Advisors first reported a position in Invesco India ETF in Q2 2023 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's Invesco India ETF position peaked at $3.73K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.