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Atria Wealth Solutions’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-36,042
Closed -$1.34M – 1761
2022
Q1 		$1.34M Buy
+36,042
New +$1.32M 0.02% 615

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Atria Wealth Solutions's IGPT Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2022, closing a stake of 36,042 shares — an estimated $1.34M sold.

Atria Wealth Solutions first reported a position in IGPT in Q1 2022 and held it in 1 quarter. The position peaked at $1.34M in Q1 2022. 59 funds tracked by Wall St. Rank hold IGPT as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 36,042 Invesco AI and Next Gen Software ETF shares in Q2 2022, an estimated $1.34M.
  • Atria Wealth Solutions first reported a position in Invesco AI and Next Gen Software ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco AI and Next Gen Software ETF position peaked at $1.34M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.