Certified Advisory Corp’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-84	Closed	-$4K	–	454
2021 Q1	$4K	Buy	+84	New	+$4.62K	﹤0.01%	690
2020 Q2	$3K	Hold	84	–	–	﹤0.01%	675
2020 Q1	$2K	Hold	84	–	–	﹤0.01%	697
2019 Q4	$3K	Hold	84	–	–	﹤0.01%	697
2019 Q3	$3K	Hold	84	–	–	﹤0.01%	706
2019 Q2	$3K	Hold	84	–	–	﹤0.01%	722
2019 Q1	$3K	Hold	84	–	–	﹤0.01%	670
2018 Q4	$2K	Hold	84	–	–	﹤0.01%	687
2018 Q3	$2K	Hold	84	–	–	﹤0.01%	716
2018 Q2	$2K	Hold	84	–	–	﹤0.01%	701
2018 Q1	$1K	Buy	+84	New	+$1.92K	﹤0.01%	700

Other funds holding IGPT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Certified Advisory Corp's IGPT Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2021, closing a stake of 84 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in IGPT in Q1 2018 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 99 funds tracked by Wall St. Rank hold IGPT as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 84 Invesco AI and Next Gen Software ETF shares in Q2 2021, an estimated $4K.
Certified Advisory Corp first reported a position in Invesco AI and Next Gen Software ETF in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's Invesco AI and Next Gen Software ETF position peaked at $4K in Q1 2021.
99 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.