Snowden Capital Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Snowden Capital 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
2022 Q1	–	Sell	-2,100	Closed	-$89K	–	1518
2021 Q4	$89K	Buy	+2,100	New	+$100K	﹤0.01%	879
2016 Q4	–	Sell	-60,804	Closed	-$985K	–	305
2016 Q3	$985K	Buy	60,804 +750	+1%	+$11.8K	0.27%	138
2016 Q2	$884K	Buy	60,054 +1,362	+2%	+$19.6K	0.27%	136
2016 Q1	$825K	Buy	+58,692	New	+$772K	0.28%	133

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

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

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

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

SPC

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

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

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

Snowden Capital Advisors's IGPT Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2022, closing a stake of 2,100 shares — an estimated $89K sold.

Snowden Capital Advisors first reported a position in IGPT in Q1 2016 and held it in 4 quarters. The position peaked at $985K in Q3 2016. 74 funds tracked by Wall St. Rank hold IGPT as of Q1 2022.

Snowden Capital Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 2,100 Invesco AI and Next Gen Software ETF shares in Q1 2022, an estimated $89K.
Snowden Capital Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q1 2016 and held it in 4 quarters.
Snowden Capital Advisors's Invesco AI and Next Gen Software ETF position peaked at $985K in Q3 2016.
74 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.