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Global Financial Private Capital’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Global Financial Private Capital’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
2018
Q3 		– Sell
-20,049
Closed -$510K – 540
2018
Q2 		$510K Buy
+20,049
New +$498K 0.02% 364

Other funds holding IGPT

RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Capital's IGPT Position: Q3 2018 in Review

Global Financial Private Capital sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2018, closing a stake of 20,049 shares — an estimated $510K sold.

Global Financial Private Capital first reported a position in IGPT in Q2 2018 and held it in 1 quarter. The position peaked at $510K in Q2 2018. 52 funds tracked by Wall St. Rank hold IGPT as of Q3 2018.

  • Global Financial Private Capital reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 20,049 Invesco AI and Next Gen Software ETF shares in Q3 2018, an estimated $510K.
  • Global Financial Private Capital first reported a position in Invesco AI and Next Gen Software ETF in Q2 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Invesco AI and Next Gen Software ETF position peaked at $510K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2018.

Based on Global Financial Private Capital's 13F filing for Q3 2018, filed 5 Nov 2018.