Koshinski Asset Management
IGPT icon

Koshinski Asset Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-318
Closed -$11.9K – 1250
2022
Q1 		$11.9K Buy
318
+18
+6% +$660 ﹤0.01% 1557
2021
Q4 		$12.8K Hold
300
– – ﹤0.01% 1559
2021
Q3 		$14.4K Buy
+300
New +$15.5K ﹤0.01% 1553
2018
Q4 		– Sell
-8,874
Closed -$258K – 456
2018
Q3 		$258K Buy
+8,874
New +$245K 0.04% 453

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Koshinski Asset Management's IGPT Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2022, closing a stake of 318 shares — an estimated $11.9K sold.

Koshinski Asset Management first reported a position in IGPT in Q3 2018 and held it in 4 quarters. The position peaked at $258K in Q3 2018. 59 funds tracked by Wall St. Rank hold IGPT as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 318 Invesco AI and Next Gen Software ETF shares in Q2 2022, an estimated $11.9K.
  • Koshinski Asset Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2018 and held it in 4 quarters.
  • Koshinski Asset Management's Invesco AI and Next Gen Software ETF position peaked at $258K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.