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Wealthspire Advisors (Maryland)’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$421K Buy
10,209
+2,346
+30% +$94.5K 0.01% 303
2020
Q2 		$301K Hold
7,863
– – 0.02% 339
2020
Q1 		$225K Buy
7,863
+60
+0.8% +$1.93K 0.02% 362
2019
Q4 		$260K Buy
7,803
+3
+0% +$97 0.02% 412
2019
Q3 		$242K Hold
7,800
– – 0.02% 394
2019
Q2 		$249K Sell
7,800
-1,884
-19% -$59.1K 0.02% 390
2019
Q1 		$295K Buy
9,684
+7,398
+324% +$209K 0.02% 361
2018
Q4 		$56K Hold
2,286
– – 0.01% 808
2018
Q3 		$66K Hold
2,286
– – 0.01% 865
2018
Q2 		$58K Hold
2,286
– – 0.01% 918
2018
Q1 		$53K Hold
2,286
– – 0.01% 955
2017
Q4 		$48K Buy
+2,286
New +$49.1K ﹤0.01% 1026

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGPT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 30% in Q3 2020, buying an estimated $94.5K and bringing the position to 10,209 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #303.

Wealthspire Advisors (Maryland) first reported a position in IGPT in Q4 2017 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold IGPT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,209 shares of Invesco AI and Next Gen Software ETF worth $421K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,346 Invesco AI and Next Gen Software ETF shares in Q3 2020, an estimated $94.5K.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #303 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and has held it in 12 quarters since.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.