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

Jackson 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
2019
Q4 		– Sell
-126,312
Closed -$3.92M – 45
2019
Q3 		$3.92M Buy
126,312
+855
+0.7% +$27.9K 2.36% 15
2019
Q2 		$4.01M Sell
125,457
-138
-0.1% -$4.33K 2.61% 15
2019
Q1 		$3.83M Buy
+125,595
New +$3.55M 2.54% 15

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $3.6B AUM 24.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jackson Financial Management's IGPT Position: Q4 2019 in Review

Jackson Financial Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2019, closing a stake of 126,312 shares — an estimated $3.92M sold.

Jackson Financial Management first reported a position in IGPT in Q1 2019 and held it in 3 quarters. The position peaked at $4.01M in Q2 2019. 97 funds tracked by Wall St. Rank hold IGPT as of Q4 2019.

  • Jackson Financial Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2019 after selling out during the quarter.
  • Jackson Financial Management sold 126,312 Invesco AI and Next Gen Software ETF shares in Q4 2019, an estimated $3.92M.
  • Jackson Financial Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and held it in 3 quarters.
  • Jackson Financial Management's Invesco AI and Next Gen Software ETF position peaked at $4.01M in Q2 2019.
  • 97 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.