Marshall Wace
IGPT icon

Marshall Wace’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Marshall Wace’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
2020
Q2 		– Sell
-4,389
Closed -$125K – 1741
2020
Q1 		$125K Buy
+4,389
New +$141K ﹤0.01% 1280
2019
Q2 		– Sell
-6,402
Closed -$195K – 1564
2019
Q1 		$195K Buy
+6,402
New +$181K ﹤0.01% 1337

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 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

Marshall Wace's IGPT Position: Q2 2020 in Review

Marshall Wace sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2020, closing a stake of 4,389 shares — an estimated $125K sold.

Marshall Wace first reported a position in IGPT in Q1 2019 and held it in 2 quarters. The position peaked at $195K in Q1 2019. 93 funds tracked by Wall St. Rank hold IGPT as of Q2 2020.

  • Marshall Wace reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace sold 4,389 Invesco AI and Next Gen Software ETF shares in Q2 2020, an estimated $125K.
  • Marshall Wace first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and held it in 2 quarters.
  • Marshall Wace's Invesco AI and Next Gen Software ETF position peaked at $195K in Q1 2019.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2020.

Based on Marshall Wace's 13F filing for Q2 2020, filed 13 Aug 2020.