Janney Montgomery Scott
IGPT icon

Janney Montgomery Scott’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-4,530
Closed -$232K – 2312
2020
Q4 		$232K Buy
+4,530
New +$208K ﹤0.01% 2019
2020
Q3 		– Sell
-5,472
Closed -$209K – 2096
2020
Q2 		$209K Buy
+5,472
New +$188K ﹤0.01% 1815
2019
Q4 		– Sell
-6,600
Closed -$205K – 2105
2019
Q3 		$205K Sell
6,600
-393
-6% -$12.8K ﹤0.01% 1889
2019
Q2 		$223K Sell
6,993
-13,800
-66% -$433K ﹤0.01% 1840
2019
Q1 		$634K Buy
+20,793
New +$588K 0.01% 1253

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Janney Montgomery Scott's IGPT Position: Q1 2021 in Review

Janney Montgomery Scott sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2021, closing a stake of 4,530 shares — an estimated $232K sold.

Janney Montgomery Scott first reported a position in IGPT in Q1 2019 and held it in 5 quarters. The position peaked at $634K in Q1 2019. 109 funds tracked by Wall St. Rank hold IGPT as of Q1 2021.

  • Janney Montgomery Scott reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,530 Invesco AI and Next Gen Software ETF shares in Q1 2021, an estimated $232K.
  • Janney Montgomery Scott first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and held it in 5 quarters.
  • Janney Montgomery Scott's Invesco AI and Next Gen Software ETF position peaked at $634K in Q1 2019.
  • 109 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2021.

Based on Janney Montgomery Scott's 13F filing for Q1 2021, filed 27 Apr 2021.