UCFA
IGPT icon

United Capital Financial Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-321,210
Closed -$6.8M – 1328
2017
Q4 		$6.8M Buy
+321,210
New +$6.89M 0.05% 360

Other funds holding IGPT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's IGPT Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2018, closing a stake of 321,210 shares — an estimated $6.8M sold.

United Capital Financial Advisors first reported a position in IGPT in Q4 2017 and held it in 1 quarter. The position peaked at $6.8M in Q4 2017. 40 funds tracked by Wall St. Rank hold IGPT as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 321,210 Invesco AI and Next Gen Software ETF shares in Q1 2018, an estimated $6.8M.
  • United Capital Financial Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco AI and Next Gen Software ETF position peaked at $6.8M in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.