TWM
IMVP

Tradition Wealth Management’s Invesco India ETF IMVP Stock Holding History

Tradition 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
2024
Q1 		– Sell
-3,820
Closed -$98K – 964
2023
Q4 		$98K Buy
3,820
+2,720
+247% +$65.3K 0.01% 477
2023
Q3 		$26K Hold
1,100
– – ﹤0.01% 779
2023
Q2 		$25K Hold
1,100
– – ﹤0.01% 821
2023
Q1 		$23K Hold
1,100
– – ﹤0.01% 804
2022
Q4 		$23K Hold
1,100
– – ﹤0.01% 721
2022
Q3 		$26K Hold
1,100
– – ﹤0.01% 691
2022
Q2 		$25K Hold
1,100
– – ﹤0.01% 602
2022
Q1 		$28K Buy
1,100
+400
+57% +$10.4K ﹤0.01% 640
2021
Q4 		$19K Hold
700
– – ﹤0.01% 749
2021
Q3 		$20K Buy
700
+200
+40% +$5.45K ﹤0.01% 724
2021
Q2 		$13K Buy
+500
New +$12.5K ﹤0.01% 876

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return