HFM
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Hartford Financial Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Hartford Financial 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
Q2 		– Sell
-150
Closed -$8K – 377
2021
Q1 		$8K Buy
+150
New +$8.25K ﹤0.01% 313

Other funds holding IGPT

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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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Hartford Financial Management's IGPT Position: Q2 2021 in Review

Hartford Financial Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2021, closing a stake of 150 shares — an estimated $8K sold.

Hartford Financial Management first reported a position in IGPT in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 99 funds tracked by Wall St. Rank hold IGPT as of Q2 2021.

  • Hartford Financial Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2021 after selling out during the quarter.
  • Hartford Financial Management sold 150 Invesco AI and Next Gen Software ETF shares in Q2 2021, an estimated $8K.
  • Hartford Financial Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2021 and held it in 1 quarter.
  • Hartford Financial Management's Invesco AI and Next Gen Software ETF position peaked at $8K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.