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

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-150
Closed -$6.84K – 2031
2024
Q3 		$6.84K Hold
150
– – ﹤0.01% 1185
2024
Q2 		$7.12K Buy
+150
New +$6.72K ﹤0.01% 1113
2023
Q4 		$5.79K Buy
150
+100
+200% +$3.48K ﹤0.01% 1075
2023
Q3 		$4.55K Sell
50
-100
-67% -$3.44K ﹤0.01% 728
2023
Q2 		$5.32K Buy
+150
New +$5.08K ﹤0.01% 840
2023
Q1 		– Sell
-150
Closed -$4.55K – 633
2022
Q4 		$4.55K Buy
+150
New +$4.64K ﹤0.01% 731

Other funds holding IGPT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $371M AUM 21.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's IGPT Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2024, closing a stake of 150 shares — an estimated $6.84K sold.

Coppell Advisory Solutions first reported a position in IGPT in Q4 2022 and held it in 6 quarters. The position peaked at $7.12K in Q2 2024. 105 funds tracked by Wall St. Rank hold IGPT as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 150 Invesco AI and Next Gen Software ETF shares in Q4 2024, an estimated $6.84K.
  • Coppell Advisory Solutions first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Invesco AI and Next Gen Software ETF position peaked at $7.12K in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.