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Cardan Capital Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Cardan Capital Partners’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
2019
Q1 		– Sell
-16,512
Closed -$407K – 176
2018
Q4 		$407K Buy
16,512
+1,221
+8% +$31.2K 0.07% 121
2018
Q3 		$444K Buy
+15,291
New +$422K 0.07% 134
2017
Q3 		– Sell
-27,594
Closed -$516K – 120
2017
Q2 		$516K Buy
27,594
+96
+0.3% +$1.75K 0.1% 81
2017
Q1 		$473K Buy
+27,498
New +$458K 0.1% 83

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardan Capital Partners's IGPT Position: Q1 2019 in Review

Cardan Capital Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2019, closing a stake of 16,512 shares — an estimated $407K sold.

Cardan Capital Partners first reported a position in IGPT in Q1 2017 and held it in 4 quarters. The position peaked at $516K in Q2 2017. 70 funds tracked by Wall St. Rank hold IGPT as of Q1 2019.

  • Cardan Capital Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2019 after selling out during the quarter.
  • Cardan Capital Partners sold 16,512 Invesco AI and Next Gen Software ETF shares in Q1 2019, an estimated $407K.
  • Cardan Capital Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2017 and held it in 4 quarters.
  • Cardan Capital Partners's Invesco AI and Next Gen Software ETF position peaked at $516K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.