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SFS
Sowell Financial Services’s
Invesco AI and Next Gen Software ETF
IGPT
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-18,171
Closed
-$935K
–
1550
2021
Q1
$935K
Buy
18,171
+3,180
+21%
+$175K
0.03%
435
2020
Q4
$769K
Buy
14,991
+5,802
+63%
+$267K
0.03%
390
2020
Q3
$379K
Sell
9,189
-1,029
-10%
-$41.5K
0.02%
534
2020
Q2
$391K
Buy
10,218
+3,696
+57%
+$127K
0.02%
520
2020
Q1
$186K
Buy
6,522
+597
+10%
+$19.2K
0.01%
666
2019
Q4
$197K
Buy
5,925
+4,938
+500%
+$159K
0.02%
719
2019
Q3
$31K
Buy
+987
New
+$32.1K
﹤0.01%
1135
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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