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Sheets Smith Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-51
Closed -$1.65K – 411
2023
Q3 		$1.65K Buy
+51
New +$1.75K ﹤0.01% 479

Other funds holding IGPT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sheets Smith Wealth Management's IGPT Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2023, closing a stake of 51 shares — an estimated $1.65K sold.

Sheets Smith Wealth Management first reported a position in IGPT in Q3 2023 and held it in 1 quarter. The position peaked at $1.65K in Q3 2023. 66 funds tracked by Wall St. Rank hold IGPT as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 51 Invesco AI and Next Gen Software ETF shares in Q4 2023, an estimated $1.65K.
  • Sheets Smith Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $1.65K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.