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

WealthPLAN 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
2023
Q3 		– Sell
-51
Closed -$1.83K – 692
2023
Q2 		$1.83K Hold
51
– – ﹤0.01% 1090
2023
Q1 		$1.73K Buy
+51
New +$1.63K ﹤0.01% 1152

Other funds holding IGPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's IGPT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2023, closing a stake of 51 shares — an estimated $1.83K sold.

WealthPLAN Partners first reported a position in IGPT in Q1 2023 and held it in 2 quarters. The position peaked at $1.83K in Q2 2023. 63 funds tracked by Wall St. Rank hold IGPT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 51 Invesco AI and Next Gen Software ETF shares in Q3 2023, an estimated $1.83K.
  • WealthPLAN Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco AI and Next Gen Software ETF position peaked at $1.83K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.