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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tradition Wealth Management's IMVP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco India ETF (IMVP) in Q1 2024, closing a stake of 3,820 shares — an estimated $98K sold.

Tradition Wealth Management first reported a position in IMVP in Q2 2021 and held it in 11 quarters. The position peaked at $98K in Q4 2023. 66 funds tracked by Wall St. Rank hold IMVP as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco India ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,820 Invesco India ETF shares in Q1 2024, an estimated $98K.
Tradition Wealth Management first reported a position in Invesco India ETF in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Invesco India ETF position peaked at $98K in Q4 2023.
66 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.