GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-510
Closed -$17K – 657
2021
Q3 		$17K Buy
+510
New +$26.4K ﹤0.01% 540

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IGPT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2021, closing a stake of 510 shares — an estimated $17K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IGPT in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 82 funds tracked by Wall St. Rank hold IGPT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 510 Invesco AI and Next Gen Software ETF shares in Q4 2021, an estimated $17K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco AI and Next Gen Software ETF position peaked at $17K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.