OIM
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Oder Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Oder Investment 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
2021
Q1 		– Sell
-300
Closed -$15K – 273
2020
Q4 		$15K Buy
+300
New +$13.8K 0.01% 312

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Oder Investment Management's IGPT Position: Q1 2021 in Review

Oder Investment Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2021, closing a stake of 300 shares — an estimated $15K sold.

Oder Investment Management first reported a position in IGPT in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 109 funds tracked by Wall St. Rank hold IGPT as of Q1 2021.

  • Oder Investment Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 300 Invesco AI and Next Gen Software ETF shares in Q1 2021, an estimated $15K.
  • Oder Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Invesco AI and Next Gen Software ETF position peaked at $15K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.