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Tradewinds Capital Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Tradewinds Capital 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
2020
Q2 		– Sell
-15
Closed – – 678
2020
Q1 		$0 Hold
15
– – ﹤0.01% 686
2019
Q4 		$0 Hold
15
– – ﹤0.01% 682
2019
Q3 		$0 Hold
15
– – ﹤0.01% 623
2019
Q2 		$0 Buy
+15
New +$470 ﹤0.01% 616

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tradewinds Capital Management's IGPT Position: Q2 2020 in Review

Tradewinds Capital Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2020, closing a stake of 15 shares.

Tradewinds Capital Management first reported a position in IGPT in Q2 2019 and held it in 4 quarters. The position peaked at $0 in Q1 2020. 93 funds tracked by Wall St. Rank hold IGPT as of Q2 2020.

  • Tradewinds Capital Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2020 after selling out during the quarter.
  • Tradewinds Capital Management sold 15 Invesco AI and Next Gen Software ETF shares in Q2 2020.
  • Tradewinds Capital Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2019 and held it in 4 quarters.
  • Tradewinds Capital Management's Invesco AI and Next Gen Software ETF position peaked at $0 in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2020.

Based on Tradewinds Capital Management's 13F filing for Q2 2020, filed 11 Aug 2020.