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Retirement Planning Company of New England’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-2,025
Closed -$86K – 529
2021
Q4 		$86K Buy
+2,025
New +$96.6K 0.04% 326

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Bank of America
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SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Retirement Planning Company of New England's IGPT Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2022, closing a stake of 2,025 shares — an estimated $86K sold.

Retirement Planning Company of New England first reported a position in IGPT in Q4 2021 and held it in 1 quarter. The position peaked at $86K in Q4 2021. 74 funds tracked by Wall St. Rank hold IGPT as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,025 Invesco AI and Next Gen Software ETF shares in Q1 2022, an estimated $86K.
  • Retirement Planning Company of New England first reported a position in Invesco AI and Next Gen Software ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco AI and Next Gen Software ETF position peaked at $86K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.