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Harel Insurance Investments & Financial Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Harel Insurance Investments & Financial Services’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
2020
Q4 		– Sell
-12,000
Closed -$495K – 749
2020
Q3 		$495K Sell
12,000
-13,500
-53% -$544K 0.02% 197
2020
Q2 		$976K Sell
25,500
-3,000
-11% -$103K 0.03% 82
2020
Q1 		$815K Buy
+28,500
New +$915K 0.04% 83

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IGPT Position: Q4 2020 in Review

Harel Insurance Investments & Financial Services sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2020, closing a stake of 12,000 shares — an estimated $495K sold.

Harel Insurance Investments & Financial Services first reported a position in IGPT in Q1 2020 and held it in 3 quarters. The position peaked at $976K in Q2 2020. 108 funds tracked by Wall St. Rank hold IGPT as of Q4 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 12,000 Invesco AI and Next Gen Software ETF shares in Q4 2020, an estimated $495K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Invesco AI and Next Gen Software ETF position peaked at $976K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.