Sargent Bickham Lagudis’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Sargent Bickham Lagudis’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 Q4	$7.92K	Hold	261	–	–	﹤0.01%	758
2022 Q3	$8K	Hold	261	–	–	﹤0.01%	722
2022 Q2	$8K	Hold	261	–	–	﹤0.01%	728
2022 Q1	$10K	Hold	261	–	–	﹤0.01%	709
2021 Q4	$11K	Hold	261	–	–	﹤0.01%	696
2021 Q3	$13K	Hold	261	–	–	﹤0.01%	673
2021 Q2	$14K	Hold	261	–	–	﹤0.01%	662
2021 Q1	$14K	Hold	261	–	–	﹤0.01%	638
2020 Q4	$13K	Hold	261	–	–	﹤0.01%	619
2020 Q3	$11K	Hold	261	–	–	﹤0.01%	582
2020 Q2	$10K	Hold	261	–	–	﹤0.01%	579
2020 Q1	$7K	Hold	261	–	–	﹤0.01%	607
2019 Q4	$9K	Hold	261	–	–	﹤0.01%	623
2019 Q3	$8K	Hold	261	–	–	﹤0.01%	589
2019 Q2	$8K	Hold	261	–	–	﹤0.01%	613
2019 Q1	$8K	Hold	261	–	–	﹤0.01%	638
2018 Q4	$6K	Hold	261	–	–	﹤0.01%	641
2018 Q3	$8K	Hold	261	–	–	﹤0.01%	638
2018 Q2	$7K	Hold	261	–	–	﹤0.01%	631
2018 Q1	$6K	Hold	261	–	–	﹤0.01%	648
2017 Q4	$6K	Hold	261	–	–	﹤0.01%	669
2017 Q3	$5K	Hold	261	–	–	﹤0.01%	696
2017 Q2	$5K	Hold	261	–	–	﹤0.01%	655
2017 Q1	$4K	Hold	261	–	–	﹤0.01%	668
2016 Q4	$4K	Hold	261	–	–	﹤0.01%	636
2016 Q3	$4	Buy	+261	New	+$4.11K	﹤0.01%	656

Other funds holding IGPT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Sargent Bickham Lagudis's IGPT Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q4 2022 at 261 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Sargent Bickham Lagudis first reported a position in IGPT in Q3 2016 and has held it in 26 quarters since. The position peaked at $14K in Q2 2021. 65 funds tracked by Wall St. Rank hold IGPT as of Q4 2022.

Sargent Bickham Lagudis held 261 shares of Invesco AI and Next Gen Software ETF worth $7.92K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco AI and Next Gen Software ETF share count unchanged in Q4 2022.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #758 holding.
Sargent Bickham Lagudis first reported a position in Invesco AI and Next Gen Software ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's Invesco AI and Next Gen Software ETF position peaked at $14K in Q2 2021.
65 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.