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

Focused Wealth 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
2024
Q4 		– Sell
-462
Closed -$354K – 218
2024
Q3 		$354K Buy
+462
New +$20.6K 0.05% 135

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

Focused Wealth Management's IGPT Position: Q4 2024 in Review

Focused Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2024, closing a stake of 462 shares — an estimated $354K sold.

Focused Wealth Management first reported a position in IGPT in Q3 2024 and held it in 1 quarter. The position peaked at $354K in Q3 2024. 105 funds tracked by Wall St. Rank hold IGPT as of Q4 2024.

  • Focused Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 462 Invesco AI and Next Gen Software ETF shares in Q4 2024, an estimated $354K.
  • Focused Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2024 and held it in 1 quarter.
  • Focused Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $354K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.