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

Coppell Advisory Solutions 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
2023
Q1 		– Sell
-150
Closed -$4.55K – 633
2022
Q4 		$4.55K Buy
+150
New +$4.64K ﹤0.01% 731

Other funds holding IGPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coppell Advisory Solutions Corp's IGPT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2023, closing a stake of 150 shares — an estimated $4.55K sold.

Coppell Advisory Solutions Corp first reported a position in IGPT in Q4 2022 and held it in 1 quarter. The position peaked at $4.55K in Q4 2022. 63 funds tracked by Wall St. Rank hold IGPT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 150 Invesco AI and Next Gen Software ETF shares in Q1 2023, an estimated $4.55K.
  • Coppell Advisory Solutions Corp first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Invesco AI and Next Gen Software ETF position peaked at $4.55K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.