Tucker Asset Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Tucker Asset 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
2024 Q3	–	Sell	-168	Closed	-$7.98K	–	1568
2024 Q2	$7.98K	Sell	168 -168	-50%	-$7.53K	﹤0.01%	917
2024 Q1	$15.2K	Hold	336	–	–	﹤0.01%	741
2023 Q4	$13K	Hold	336	–	–	﹤0.01%	637
2023 Q3	$10.9K	Hold	336	–	–	﹤0.01%	627
2023 Q2	$12.1K	Hold	336	–	–	﹤0.01%	480
2023 Q1	$11.4K	Hold	336	–	–	﹤0.01%	525
2022 Q4	$10.2K	Hold	336	–	–	﹤0.01%	343
2022 Q3	$10.7K	Buy	+336	New	+$11K	﹤0.01%	323

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Tucker Asset Management's IGPT Position: Q3 2024 in Review

Tucker Asset Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2024, closing a stake of 168 shares — an estimated $7.98K sold.

Tucker Asset Management first reported a position in IGPT in Q3 2022 and held it in 8 quarters. The position peaked at $15.2K in Q1 2024. 108 funds tracked by Wall St. Rank hold IGPT as of Q3 2024.

Tucker Asset Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 168 Invesco AI and Next Gen Software ETF shares in Q3 2024, an estimated $7.98K.
Tucker Asset Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2022 and held it in 8 quarters.
Tucker Asset Management's Invesco AI and Next Gen Software ETF position peaked at $15.2K in Q1 2024.
108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.