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PCA Investment Advisory Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-450
Closed -$16.2K – 255
2023
Q2 		$16.2K Buy
+450
New +$15.2K 0.01% 364

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Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA Investment Advisory Services's IGPT Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2023, closing a stake of 450 shares — an estimated $16.2K sold.

PCA Investment Advisory Services first reported a position in IGPT in Q2 2023 and held it in 1 quarter. The position peaked at $16.2K in Q2 2023. 63 funds tracked by Wall St. Rank hold IGPT as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 450 Invesco AI and Next Gen Software ETF shares in Q3 2023, an estimated $16.2K.
  • PCA Investment Advisory Services first reported a position in Invesco AI and Next Gen Software ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Invesco AI and Next Gen Software ETF position peaked at $16.2K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.