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Claraphi Advisory Network’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Claraphi Advisory Network’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
-2,025
Closed -$58K – 706
2020
Q1 		$58K Buy
+2,025
New +$65K 0.03% 441
2019
Q4 		– Sell
-2,025
Closed -$63K – 292
2019
Q3 		$63K Buy
+2,025
New +$66K 0.04% 261

Other funds holding IGPT

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

Claraphi Advisory Network's IGPT Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2020, closing a stake of 2,025 shares — an estimated $58K sold.

Claraphi Advisory Network first reported a position in IGPT in Q3 2019 and held it in 2 quarters. The position peaked at $63K in Q3 2019. 93 funds tracked by Wall St. Rank hold IGPT as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,025 Invesco AI and Next Gen Software ETF shares in Q2 2020, an estimated $58K.
  • Claraphi Advisory Network first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and held it in 2 quarters.
  • Claraphi Advisory Network's Invesco AI and Next Gen Software ETF position peaked at $63K in Q3 2019.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.