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Moisand Fitzgerald Tamayo’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-150
Closed -$5K – 778
2022
Q2 		$5K Hold
150
– – ﹤0.01% 320
2022
Q1 		$6K Buy
+150
New +$5.5K ﹤0.01% 237

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IGPT Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2022, closing a stake of 150 shares — an estimated $5K sold.

Moisand Fitzgerald Tamayo first reported a position in IGPT in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 56 funds tracked by Wall St. Rank hold IGPT as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 150 Invesco AI and Next Gen Software ETF shares in Q3 2022, an estimated $5K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco AI and Next Gen Software ETF in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Invesco AI and Next Gen Software ETF position peaked at $6K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.