Danda Trouve Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Danda Trouve Investment 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
2022 Q3	$54K	Buy	1,839 +9	+0.5%	+$294	0.1%	38
2022 Q2	$55K	Hold	1,830	–	–	0.08%	41
2022 Q1	$68K	Buy	1,830 +72	+4%	+$2.64K	0.09%	43
2021 Q4	$75K	Hold	1,758	–	–	0.09%	52
2021 Q3	$84K	Hold	1,758	–	–	0.1%	50
2021 Q2	$97K	Hold	1,758	–	–	0.12%	47
2021 Q1	$91K	Hold	1,758	–	–	0.11%	46
2020 Q4	$90K	Hold	1,758	–	–	0.11%	50
2020 Q3	$72K	Hold	1,758	–	–	0.1%	49
2020 Q2	$67K	Buy	1,758 +3	+0.2%	+$103	0.1%	46
2020 Q1	$50K	Hold	1,755	–	–	0.1%	47
2019 Q4	$58K	Buy	+1,755	New	+$56.6K	0.08%	56

Other funds holding IGPT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Danda Trouve Investment Management's IGPT Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 0.49% in Q3 2022, buying an estimated $294 and bringing the position to 1,839 shares worth $54K. The position accounts for 0.1% of the portfolio, ranked #38.

Danda Trouve Investment Management first reported a position in IGPT in Q4 2019 and has held it in 12 quarters since. The position peaked at $97K in Q2 2021. 56 funds tracked by Wall St. Rank hold IGPT as of Q3 2022.

Danda Trouve Investment Management held 1,839 shares of Invesco AI and Next Gen Software ETF worth $54K as of Q3 2022.
Danda Trouve Investment Management bought 9 Invesco AI and Next Gen Software ETF shares in Q3 2022, an estimated $294.
Invesco AI and Next Gen Software ETF made up 0.1% of Danda Trouve Investment Management's portfolio in Q3 2022, its #38 holding.
Danda Trouve Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Invesco AI and Next Gen Software ETF position peaked at $97K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.