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Winslow Evans & Crocker’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$298K Hold
5,820
– – 0.06% 269
2020
Q3 		$240K Hold
5,820
– – 0.06% 250
2020
Q2 		$223K Hold
5,820
– – 0.06% 257
2020
Q1 		$168K Hold
5,820
– – 0.06% 258
2019
Q4 		$194K Hold
5,820
– – 0.05% 291
2019
Q3 		$182K Buy
5,820
+3,012
+107% +$98.1K 0.05% 292
2019
Q2 		$90K Buy
2,808
+300
+12% +$9.4K 0.03% 420
2019
Q1 		$78K Buy
+2,508
New +$70.9K 0.02% 424

Other funds holding IGPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Winslow Evans & Crocker's IGPT Position: Q4 2020 in Review

Winslow Evans & Crocker held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q4 2020 at 5,820 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #269.

Winslow Evans & Crocker first reported a position in IGPT in Q1 2019 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold IGPT as of Q4 2020.

  • Winslow Evans & Crocker held 5,820 shares of Invesco AI and Next Gen Software ETF worth $298K as of Q4 2020.
  • Winslow Evans & Crocker left its Invesco AI and Next Gen Software ETF share count unchanged in Q4 2020.
  • Invesco AI and Next Gen Software ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #269 holding.
  • Winslow Evans & Crocker first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 8 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.