TF
IMVP

Tompkins Financial’s Invesco India ETF IMVP Stock Holding History

Tompkins 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
2024
Q4 		– Sell
-2,400
Closed -$73.7K – 574
2024
Q3 		$73.7K Hold
2,400
– – 0.01% 300
2024
Q2 		$70.2K Hold
2,400
– – 0.01% 312
2024
Q1 		$64.2K Hold
2,400
– – 0.01% 327
2023
Q4 		$61.4K Hold
2,400
– – 0.01% 325
2023
Q3 		$56.4K Sell
2,400
-600
-20% -$14.1K 0.01% 311
2023
Q2 		$69.1K Hold
3,000
– – 0.01% 303
2023
Q1 		$61.9K Hold
3,000
– – 0.01% 315
2022
Q4 		$64K Hold
3,000
– – 0.01% 310
2022
Q3 		$71K Hold
3,000
– – 0.01% 295
2022
Q2 		$68K Hold
3,000
– – 0.01% 302
2022
Q1 		$78K Buy
+3,000
New +$77.8K 0.01% 308

Other funds holding IMVP

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Tompkins Financial's IMVP Position: Q4 2024 in Review

Tompkins Financial sold out of Invesco India ETF (IMVP) in Q4 2024, closing a stake of 2,400 shares — an estimated $73.7K sold.

Tompkins Financial first reported a position in IMVP in Q1 2022 and held it in 11 quarters. The position peaked at $78K in Q1 2022. 76 funds tracked by Wall St. Rank hold IMVP as of Q4 2024.

  • Tompkins Financial reported no remaining Invesco India ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 2,400 Invesco India ETF shares in Q4 2024, an estimated $73.7K.
  • Tompkins Financial first reported a position in Invesco India ETF in Q1 2022 and held it in 11 quarters.
  • Tompkins Financial's Invesco India ETF position peaked at $78K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.