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Perigon Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Perigon Wealth 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
-1,350
Closed -$69K – 746
2020
Q4 		$69K Buy
+1,350
New +$62.1K 0.01% 645

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

Perigon Wealth Management's IGPT Position: Q1 2021 in Review

Perigon Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2021, closing a stake of 1,350 shares — an estimated $69K sold.

Perigon Wealth Management first reported a position in IGPT in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 109 funds tracked by Wall St. Rank hold IGPT as of Q1 2021.

  • Perigon Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,350 Invesco AI and Next Gen Software ETF shares in Q1 2021, an estimated $69K.
  • Perigon Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $69K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.