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

Triton 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
2021 Q3	–	Sell	-4,113	Closed	-$212K	–	116
2021 Q2	$212K	Hold	4,113	–	–	0.12%	104
2021 Q1	$219K	Hold	4,113	–	–	0.15%	93
2020 Q4	$210K	Buy	+4,113	New	+$189K	0.13%	79
2020 Q3	–	Sell	-6,942	Closed	-$277K	–	85
2020 Q2	$277K	Sell	6,942 -30	-0.4%	-$1.03K	0.29%	57
2020 Q1	$233K	Buy	+6,972	New	+$224K	0.38%	52

Other funds holding IGPT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Triton Wealth Management's IGPT Position: Q3 2021 in Review

Triton Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2021, closing a stake of 4,113 shares — an estimated $212K sold.

Triton Wealth Management first reported a position in IGPT in Q1 2020 and held it in 5 quarters. The position peaked at $277K in Q2 2020. 93 funds tracked by Wall St. Rank hold IGPT as of Q3 2021.

Triton Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2021 after selling out during the quarter.
Triton Wealth Management sold 4,113 Invesco AI and Next Gen Software ETF shares in Q3 2021, an estimated $212K.
Triton Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and held it in 5 quarters.
Triton Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $277K in Q2 2020.
93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2021.

Based on Triton Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.