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First Horizon Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

First Horizon 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
Q4 		– Sell
-323
Closed -$14.7K – 2315
2024
Q3 		$14.7K Buy
+323
New +$14.4K ﹤0.01% 1494
2014
Q4 		– Sell
-3,000
Closed -$35K – 1523
2014
Q3 		$35K Buy
+3,000
New +$36.3K 0.01% 634

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

First Horizon Advisors's IGPT Position: Q4 2024 in Review

First Horizon Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2024, closing a stake of 323 shares — an estimated $14.7K sold.

First Horizon Advisors first reported a position in IGPT in Q3 2014 and held it in 2 quarters. The position peaked at $35K in Q3 2014. 105 funds tracked by Wall St. Rank hold IGPT as of Q4 2024.

  • First Horizon Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 323 Invesco AI and Next Gen Software ETF shares in Q4 2024, an estimated $14.7K.
  • First Horizon Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2014 and held it in 2 quarters.
  • First Horizon Advisors's Invesco AI and Next Gen Software ETF position peaked at $35K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.