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FinTrust Capital Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

FinTrust Capital Advisors’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
Q3 		$20.9K Buy
459
+100
+28% +$4.47K ﹤0.01% 797
2024
Q2 		$17K Buy
+359
New +$16.1K ﹤0.01% 800

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

FinTrust Capital Advisors's IGPT Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 28% in Q3 2024, buying an estimated $4.47K and bringing the position to 459 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

FinTrust Capital Advisors first reported a position in IGPT in Q2 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold IGPT as of Q3 2024.

  • FinTrust Capital Advisors held 459 shares of Invesco AI and Next Gen Software ETF worth $20.9K as of Q3 2024.
  • FinTrust Capital Advisors bought 100 Invesco AI and Next Gen Software ETF shares in Q3 2024, an estimated $4.47K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #797 holding.
  • FinTrust Capital Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.