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Renaissance Investment Consultants Holding Company’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Renaissance Investment Consultants Holding Company’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
Q3 		$2.46M Buy
54,852
+585
+1% +$23.6K 2.3% 15
2020
Q2 		$2.13M Sell
54,267
-9,864
-15% -$338K 2.32% 13
2020
Q1 		$1.83M Sell
64,131
-13,233
-17% -$425K 2.56% 12
2019
Q4 		$2.56M Buy
+77,364
New +$2.5M 2.9% 9

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.97B AUM 32.34% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's IGPT Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 1.1% in Q3 2020, buying an estimated $23.6K and bringing the position to 54,852 shares worth $2.46M. The position accounts for 2.3% of the portfolio, ranked #15.

Renaissance Investment Consultants Holding Company first reported a position in IGPT in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.56M in Q4 2019. 93 funds tracked by Wall St. Rank hold IGPT as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 54,852 shares of Invesco AI and Next Gen Software ETF worth $2.46M as of Q3 2020.
  • Renaissance Investment Consultants Holding Company bought 585 Invesco AI and Next Gen Software ETF shares in Q3 2020, an estimated $23.6K.
  • Invesco AI and Next Gen Software ETF made up 2.3% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #15 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's Invesco AI and Next Gen Software ETF position peaked at $2.56M in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.