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Personal CFO Solutions’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-5,317
Closed -$242K – 534
2024
Q3 		$242K Buy
5,317
+79
+2% +$3.53K 0.03% 482
2024
Q2 		$249K Buy
+5,238
New +$235K 0.04% 441
2022
Q1 		– Sell
-4,824
Closed -$205K – 491
2021
Q4 		$205K Buy
4,824
+27
+0.6% +$1.29K 0.04% 437
2021
Q3 		$230K Sell
4,797
-408
-8% -$21.1K 0.05% 389
2021
Q2 		$286K Sell
5,205
-8,622
-62% -$462K 0.06% 301
2021
Q1 		$718K Buy
13,827
+1,647
+14% +$90.6K 0.16% 121
2020
Q4 		$625K Buy
12,180
+399
+3% +$18.3K 0.15% 122
2020
Q3 		$0 Buy
11,781
+396
+3% +$16K ﹤0.01% 232
2020
Q2 		$436K Buy
11,385
+270
+2% +$9.26K 0.13% 149
2020
Q1 		$318K Sell
11,115
-789
-7% -$25.3K 0.11% 164
2019
Q4 		$396K Sell
11,904
-16,179
-58% -$522K 0.11% 168
2019
Q3 		$871K Buy
+28,083
New +$915K 0.35% 71

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $371M AUM 21.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal CFO Solutions's IGPT Position: Q4 2024 in Review

Personal CFO Solutions sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2024, closing a stake of 5,317 shares — an estimated $242K sold.

Personal CFO Solutions first reported a position in IGPT in Q3 2019 and held it in 12 quarters. The position peaked at $871K in Q3 2019. 105 funds tracked by Wall St. Rank hold IGPT as of Q4 2024.

  • Personal CFO Solutions reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,317 Invesco AI and Next Gen Software ETF shares in Q4 2024, an estimated $242K.
  • Personal CFO Solutions first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and held it in 12 quarters.
  • Personal CFO Solutions's Invesco AI and Next Gen Software ETF position peaked at $871K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.