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MYCIO Wealth Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-2,109
Closed -$70K – 199
2019
Q4 		$70K Hold
2,109
– – ﹤0.01% 381
2019
Q3 		$65K Buy
+2,109
New +$68.7K ﹤0.01% 350

Other funds holding IGPT

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MYCIO Wealth Partners's IGPT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2020, closing a stake of 2,109 shares — an estimated $70K sold.

MYCIO Wealth Partners first reported a position in IGPT in Q3 2019 and held it in 2 quarters. The position peaked at $70K in Q4 2019. 92 funds tracked by Wall St. Rank hold IGPT as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,109 Invesco AI and Next Gen Software ETF shares in Q1 2020, an estimated $70K.
  • MYCIO Wealth Partners first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and held it in 2 quarters.
  • MYCIO Wealth Partners's Invesco AI and Next Gen Software ETF position peaked at $70K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.