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

DB Wealth Management Group’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
2021
Q2 		– Sell
-216
Closed -$11K – 370
2021
Q1 		$11K Hold
216
– – 0.01% 268
2020
Q4 		$11K Buy
+216
New +$9.93K 0.01% 261

Other funds holding IGPT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

DB Wealth Management Group's IGPT Position: Q2 2021 in Review

DB Wealth Management Group sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2021, closing a stake of 216 shares — an estimated $11K sold.

DB Wealth Management Group first reported a position in IGPT in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 99 funds tracked by Wall St. Rank hold IGPT as of Q2 2021.

  • DB Wealth Management Group reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 216 Invesco AI and Next Gen Software ETF shares in Q2 2021, an estimated $11K.
  • DB Wealth Management Group first reported a position in Invesco AI and Next Gen Software ETF in Q4 2020 and held it in 2 quarters.
  • DB Wealth Management Group's Invesco AI and Next Gen Software ETF position peaked at $11K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.