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Financial Freedom LLC’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Financial Freedom LLC’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
-3,102
Closed -$94.1K – 411
2022
Q4 		$94.1K Buy
+3,102
New +$95.9K 0.06% 114

Other funds holding IGPT

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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

Financial Freedom LLC's IGPT Position: Q1 2023 in Review

Financial Freedom LLC sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2023, closing a stake of 3,102 shares — an estimated $94.1K sold.

Financial Freedom LLC first reported a position in IGPT in Q4 2022 and held it in 1 quarter. The position peaked at $94.1K in Q4 2022. 63 funds tracked by Wall St. Rank hold IGPT as of Q1 2023.

  • Financial Freedom LLC reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 3,102 Invesco AI and Next Gen Software ETF shares in Q1 2023, an estimated $94.1K.
  • Financial Freedom LLC first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and held it in 1 quarter.
  • Financial Freedom LLC's Invesco AI and Next Gen Software ETF position peaked at $94.1K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2023.

Based on Financial Freedom LLC's 13F filing for Q1 2023, filed 1 May 2023.