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Anfield Capital Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Anfield Capital 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
2021
Q3 		– Sell
-762
Closed -$42K – 196
2021
Q2 		$42K Buy
+762
New +$40.8K 0.02% 123

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Anfield Capital Management's IGPT Position: Q3 2021 in Review

Anfield Capital Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2021, closing a stake of 762 shares — an estimated $42K sold.

Anfield Capital Management first reported a position in IGPT in Q2 2021 and held it in 1 quarter. The position peaked at $42K in Q2 2021. 93 funds tracked by Wall St. Rank hold IGPT as of Q3 2021.

  • Anfield Capital Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2021 after selling out during the quarter.
  • Anfield Capital Management sold 762 Invesco AI and Next Gen Software ETF shares in Q3 2021, an estimated $42K.
  • Anfield Capital Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2021 and held it in 1 quarter.
  • Anfield Capital Management's Invesco AI and Next Gen Software ETF position peaked at $42K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2021.

Based on Anfield Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.