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

Concert 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
2016
Q4 		– Sell
-1,200
Closed -$19K – 697
2016
Q3 		$19K Buy
+1,200
New +$18.9K ﹤0.01% 910

Other funds holding IGPT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concert Wealth Management's IGPT Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2016, closing a stake of 1,200 shares — an estimated $19K sold.

Concert Wealth Management first reported a position in IGPT in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 28 funds tracked by Wall St. Rank hold IGPT as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,200 Invesco AI and Next Gen Software ETF shares in Q4 2016, an estimated $19K.
  • Concert Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $19K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.