Baird Financial Group
IGPT icon

Baird Financial Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Baird Financial Group’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
2020
Q4 		– Sell
-12,804
Closed -$528K – 1582
2020
Q3 		$528K Buy
12,804
+4,257
+50% +$172K ﹤0.01% 1135
2020
Q2 		$327K Buy
+8,547
New +$293K ﹤0.01% 1274

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Baird Financial Group's IGPT Position: Q4 2020 in Review

Baird Financial Group sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2020, closing a stake of 12,804 shares — an estimated $528K sold.

Baird Financial Group first reported a position in IGPT in Q2 2020 and held it in 2 quarters. The position peaked at $528K in Q3 2020. 108 funds tracked by Wall St. Rank hold IGPT as of Q4 2020.

  • Baird Financial Group reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2020 after selling out during the quarter.
  • Baird Financial Group sold 12,804 Invesco AI and Next Gen Software ETF shares in Q4 2020, an estimated $528K.
  • Baird Financial Group first reported a position in Invesco AI and Next Gen Software ETF in Q2 2020 and held it in 2 quarters.
  • Baird Financial Group's Invesco AI and Next Gen Software ETF position peaked at $528K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.