Kingsview Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
25,988
-2,587
| -9% | -$127K | 0.02% | 524 |
|
|
2025
Q1 | $1.16M | Sell |
28,575
-2,477
| -8% | -$100K | 0.02% | 511 |
|
|
2024
Q4 | $1.4M | Sell |
31,052
-3,842
| -11% | -$174K | 0.03% | 471 |
|
|
2024
Q3 | $1.59M | Buy |
34,894
+12,124
| +53% | +$552K | 0.03% | 426 |
|
|
2024
Q2 | $1.08M | Buy |
+22,770
| New | +$1.08M | 0.03% | 493 |
|
|
2024
Q1 | – | Sell |
-5,337
| Closed | -$206K | – | 1037 |
|
|
2023
Q4 | $206K | Sell |
5,337
-3,363
| -39% | -$130K | 0.01% | 895 |
|
|
2023
Q3 | $282K | Sell |
8,700
-564
| -6% | -$18.3K | 0.01% | 770 |
|
|
2023
Q2 | $333K | Buy |
+9,264
| New | +$333K | 0.01% | 714 |
|
|
2020
Q3 | – | Sell |
-9,060
| Closed | -$347K | – | 624 |
|
|
2020
Q2 | $347K | Hold |
9,060
| – | – | 0.03% | 414 |
|
|
2020
Q1 | $259K | Buy |
9,060
+1,260
| +16% | +$36K | 0.04% | 383 |
|
|
2019
Q4 | $259K | Hold |
7,800
| – | – | 0.03% | 392 |
|
|
2019
Q3 | $242K | Hold |
7,800
| – | – | 0.04% | 370 |
|
|
2019
Q2 | $249K | Buy |
7,800
+300
| +4% | +$9.58K | 0.04% | 358 |
|
|
2019
Q1 | $229K | Buy |
+7,500
| New | +$229K | 0.03% | 400 |
|