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BerganKDV Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-2,100
Closed -$60K – 1019
2020
Q1 		$60K Buy
+2,100
New +$67.4K 0.01% 308

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BerganKDV Wealth Management's IGPT Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2020, closing a stake of 2,100 shares — an estimated $60K sold.

BerganKDV Wealth Management first reported a position in IGPT in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 93 funds tracked by Wall St. Rank hold IGPT as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,100 Invesco AI and Next Gen Software ETF shares in Q2 2020, an estimated $60K.
  • BerganKDV Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $60K in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.