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Jaffetilchin Investment Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-120
Closed -$5.46K – 797
2024
Q3 		$5.46K Buy
+120
New +$5.36K ﹤0.01% 1020

Other funds holding IGPT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's IGPT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2024, closing a stake of 120 shares — an estimated $5.46K sold.

Jaffetilchin Investment Partners first reported a position in IGPT in Q3 2024 and held it in 1 quarter. The position peaked at $5.46K in Q3 2024. 105 funds tracked by Wall St. Rank hold IGPT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 120 Invesco AI and Next Gen Software ETF shares in Q4 2024, an estimated $5.46K.
  • Jaffetilchin Investment Partners first reported a position in Invesco AI and Next Gen Software ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco AI and Next Gen Software ETF position peaked at $5.46K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.