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B. Riley Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

B. Riley 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
-6,123
Closed -$294K – 1453
2021
Q3 		$294K Hold
6,123
– – 0.01% 1049
2021
Q2 		$337K Sell
6,123
-8,532
-58% -$457K 0.01% 956
2021
Q1 		$761K Buy
14,655
+2,946
+25% +$162K 0.03% 565
2020
Q4 		$601K Sell
11,709
-132
-1% -$6.07K 0.03% 473
2020
Q3 		$489K Sell
11,841
-576
-5% -$23.2K 0.03% 537
2020
Q2 		$476K Sell
12,417
-2,571
-17% -$88.2K 0.03% 476
2020
Q1 		$429K Sell
14,988
-2,871
-16% -$92.2K 0.04% 433
2019
Q4 		$594K Sell
17,859
-846
-5% -$27.3K 0.05% 372
2019
Q3 		$581K Sell
18,705
-804
-4% -$26.2K 0.06% 357
2019
Q2 		$624K Sell
19,509
-2,004
-9% -$62.8K 0.07% 298
2019
Q1 		$656K Buy
21,513
+201
+0.9% +$5.68K 0.08% 267
2018
Q4 		$525K Sell
21,312
-1,557
-7% -$39.7K 0.07% 281
2018
Q3 		$664K Sell
22,869
-360
-2% -$9.94K 0.08% 276
2018
Q2 		$591K Sell
23,229
-1,068
-4% -$26.5K 0.08% 280
2018
Q1 		$563K Buy
24,297
+1,491
+7% +$34.1K 0.08% 275
2017
Q4 		$483K Buy
22,806
+2,511
+12% +$53.9K 0.07% 319
2017
Q3 		$419K Buy
20,295
+3,492
+21% +$68.4K 0.07% 298
2017
Q2 		$314K Buy
+16,803
New +$306K 0.06% 351
2015
Q1 		– Sell
-2,550
Closed -$34 – 1237
2014
Q4 		$34 Buy
+2,550
New +$31.9K ﹤0.01% 2287
2014
Q3 		– Sell
-2,550
Closed -$31.2K – 1238
2014
Q2 		$31.2K Buy
+2,550
New +$29.6K 0.01% 1246

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

B. Riley Wealth Advisors's IGPT Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2021, closing a stake of 6,123 shares — an estimated $294K sold.

B. Riley Wealth Advisors first reported a position in IGPT in Q2 2014 and held it in 20 quarters. The position peaked at $761K in Q1 2021. 82 funds tracked by Wall St. Rank hold IGPT as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,123 Invesco AI and Next Gen Software ETF shares in Q4 2021, an estimated $294K.
  • B. Riley Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q2 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $761K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.