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Arkadios Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-30
Closed -$1K – 1144
2021
Q3 		$1K Hold
30
– – ﹤0.01% 1810
2021
Q2 		$1K Hold
30
– – ﹤0.01% 1904
2021
Q1 		$1K Hold
30
– – ﹤0.01% 1591
2020
Q4 		$1K Buy
+30
New +$1.38K ﹤0.01% 1319

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Arkadios Wealth Advisors's IGPT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in IGPT in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 82 funds tracked by Wall St. Rank hold IGPT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 30 Invesco AI and Next Gen Software ETF shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $1K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.