Accel Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Accel Wealth Management’s Portfolio IGPT Stock Details IGPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-960	Closed	-$32.5K	–	498
2023 Q1	$32.5K	Hold	960	–	–	0.01%	583
2022 Q4	$29.1K	Hold	960	–	–	0.01%	467
2022 Q3	$30K	Hold	960	–	–	0.02%	462
2022 Q2	$30K	Hold	960	–	–	0.02%	449
2022 Q1	$36K	Hold	960	–	–	0.02%	432
2021 Q4	$41K	Hold	960	–	–	0.02%	412
2021 Q3	$46K	Hold	960	–	–	0.03%	337
2021 Q2	$53K	Hold	960	–	–	0.04%	329
2021 Q1	$50K	Hold	960	–	–	0.04%	317
2020 Q4	$49K	Buy	+960	New	+$44.1K	0.05%	299

Other funds holding IGPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Accel Wealth Management's IGPT Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2023, closing a stake of 960 shares — an estimated $32.5K sold.

Accel Wealth Management first reported a position in IGPT in Q4 2020 and held it in 10 quarters. The position peaked at $53K in Q2 2021. 67 funds tracked by Wall St. Rank hold IGPT as of Q2 2023.

Accel Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 960 Invesco AI and Next Gen Software ETF shares in Q2 2023, an estimated $32.5K.
Accel Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $53K in Q2 2021.
67 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.