Weatherly Asset Management’s Invesco India ETF IMVP Stock Holding History

Weatherly Asset 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
2026 Q2	$1.01M	Buy	50,261 +11,395	+29%	+$239K	0.07%	104
2026 Q1	$798K	Buy	38,866 +5,865	+18%	+$134K	0.06%	110
2025 Q4	$802K	Buy	33,001 +4,905	+17%	+$127K	0.06%	112
2025 Q3	$704K	Buy	28,096 +3,210	+13%	+$83.1K	0.06%	119
2025 Q2	$671K	Buy	24,886 +3,510	+16%	+$91.1K	0.06%	118
2025 Q1	$535K	Buy	21,376 +1,220	+6%	+$30K	0.05%	129
2024 Q4	$519K	Sell	20,156 -13,449	-40%	-$387K	0.05%	131
2024 Q3	$1.03M	Buy	+33,605	New	+$1M	0.09%	104

Other funds holding IMVP

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Weatherly Asset Management's IMVP Position: Q2 2026 in Review

Weatherly Asset Management increased its Invesco India ETF (IMVP) stake by 29% in Q2 2026, buying an estimated $239K and bringing the position to 50,261 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #104.

Weatherly Asset Management first reported a position in IMVP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2024. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

Weatherly Asset Management held 50,261 shares of Invesco India ETF worth $1.01M as of Q2 2026.
Weatherly Asset Management bought 11,395 Invesco India ETF shares in Q2 2026, an estimated $239K.
Invesco India ETF made up 0.07% of Weatherly Asset Management's portfolio in Q2 2026, its #104 holding.
Weatherly Asset Management first reported a position in Invesco India ETF in Q3 2024 and has held it in 8 quarters since.
Weatherly Asset Management's Invesco India ETF position peaked at $1.03M in Q3 2024.
62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.