YIM
IMVP

Yoffe Investment Management’s Invesco India ETF IMVP Stock Holding History

Yoffe Investment 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 		$329K Hold
16,402
– – 0.38% 86
2026
Q1 		$337K Hold
16,402
– – 0.43% 81
2025
Q4 		$399K Hold
16,402
– – 0.51% 73
2025
Q3 		$411K Hold
16,402
– – 0.54% 70
2025
Q2 		$442K Hold
16,402
– – 0.6% 62
2025
Q1 		$410K Hold
16,402
– – 0.6% 63
2024
Q4 		$423K Buy
+16,402
New +$471K 0.63% 58

Other funds holding IMVP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Neuberger Berman Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Yoffe Investment Management's IMVP Position: Q2 2026 in Review

Yoffe Investment Management held its Invesco India ETF (IMVP) position steady in Q2 2026 at 16,402 shares worth $329K. The position accounts for 0.38% of the portfolio, ranked #86.

Yoffe Investment Management first reported a position in IMVP in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q2 2025. 62 funds tracked by Wall St. Rank hold IMVP as of Q2 2026.

  • Yoffe Investment Management held 16,402 shares of Invesco India ETF worth $329K as of Q2 2026.
  • Yoffe Investment Management left its Invesco India ETF share count unchanged in Q2 2026.
  • Invesco India ETF made up 0.38% of Yoffe Investment Management's portfolio in Q2 2026, its #86 holding.
  • Yoffe Investment Management first reported a position in Invesco India ETF in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Invesco India ETF position peaked at $442K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.