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

BDO 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	-1,464	Closed	-$70K	–	1115
2021 Q3	$70K	Hold	1,464	–	–	0.01%	395
2021 Q2	$80K	Hold	1,464	–	–	0.01%	397
2021 Q1	$76K	Hold	1,464	–	–	0.01%	392
2020 Q4	$75K	Sell	1,464 -285	-16%	-$13.1K	0.01%	318
2020 Q3	$72K	Sell	1,749 -180	-9%	-$7.25K	0.01%	298
2020 Q2	$74K	Hold	1,929	–	–	0.01%	293
2020 Q1	$55K	Buy	+1,929	New	+$61.9K	0.01%	326

Other funds holding IGPT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2021, closing a stake of 1,464 shares — an estimated $70K sold.

BDO Wealth Advisors first reported a position in IGPT in Q1 2020 and held it in 7 quarters. The position peaked at $80K in Q2 2021. 82 funds tracked by Wall St. Rank hold IGPT as of Q4 2021.

BDO Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,464 Invesco AI and Next Gen Software ETF shares in Q4 2021, an estimated $70K.
BDO Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and held it in 7 quarters.
BDO Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $80K in Q2 2021.
82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.