Resurgent Financial Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Resurgent Financial Advisors’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 Q2	–	Sell	-4,559	Closed	-$206K	–	193
2024 Q1	$206K	Sell	4,559 -1,713	-27%	-$72.5K	0.11%	179
2023 Q4	$242K	Sell	6,272 -49	-0.8%	-$1.71K	0.15%	150
2023 Q3	$205K	Buy	6,321 +402	+7%	+$13.8K	0.14%	148
2023 Q2	$212K	Buy	5,919 +4,056	+218%	+$137K	0.14%	135
2023 Q1	$63K	Buy	1,863 +207	+13%	+$6.62K	0.04%	297
2022 Q4	$50.2K	Buy	+1,656	New	+$51.2K	0.03%	420

Other funds holding IGPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Resurgent Financial Advisors's IGPT Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2024, closing a stake of 4,559 shares — an estimated $206K sold.

Resurgent Financial Advisors first reported a position in IGPT in Q4 2022 and held it in 6 quarters. The position peaked at $242K in Q4 2023. 104 funds tracked by Wall St. Rank hold IGPT as of Q2 2024.

Resurgent Financial Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 4,559 Invesco AI and Next Gen Software ETF shares in Q2 2024, an estimated $206K.
Resurgent Financial Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and held it in 6 quarters.
Resurgent Financial Advisors's Invesco AI and Next Gen Software ETF position peaked at $242K in Q4 2023.
104 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.