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Independent Advisor Alliance’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-11,019
Closed -$366K – 612
2019
Q4 		$366K Buy
+11,019
New +$355K 0.02% 624

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Independent Advisor Alliance's IGPT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2020, closing a stake of 11,019 shares — an estimated $366K sold.

Independent Advisor Alliance first reported a position in IGPT in Q4 2019 and held it in 1 quarter. The position peaked at $366K in Q4 2019. 92 funds tracked by Wall St. Rank hold IGPT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,019 Invesco AI and Next Gen Software ETF shares in Q1 2020, an estimated $366K.
  • Independent Advisor Alliance first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco AI and Next Gen Software ETF position peaked at $366K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.