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Stratos Wealth Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-345
Closed -$10K – 1602
2018
Q3 		$10K Buy
+345
New +$9.53K ﹤0.01% 2193
2018
Q2 		– Sell
-195
Closed -$5K – 1724
2018
Q1 		$5K Hold
195
– – ﹤0.01% 2607
2017
Q4 		$4K Buy
+195
New +$4.19K ﹤0.01% 2448

Other funds holding IGPT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stratos Wealth Partners's IGPT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2018, closing a stake of 345 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in IGPT in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 52 funds tracked by Wall St. Rank hold IGPT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 345 Invesco AI and Next Gen Software ETF shares in Q4 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Invesco AI and Next Gen Software ETF position peaked at $10K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.