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WR Wealth Planners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

WR Wealth Planners’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
-135
Closed -$6.41K – 1175
2024
Q2 		$6.41K Hold
135
– – ﹤0.01% 673
2024
Q1 		$6.11K Buy
+135
New +$5.71K ﹤0.01% 683

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

WR Wealth Planners's IGPT Position: Q3 2024 in Review

WR Wealth Planners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2024, closing a stake of 135 shares — an estimated $6.41K sold.

WR Wealth Planners first reported a position in IGPT in Q1 2024 and held it in 2 quarters. The position peaked at $6.41K in Q2 2024. 108 funds tracked by Wall St. Rank hold IGPT as of Q3 2024.

  • WR Wealth Planners reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 135 Invesco AI and Next Gen Software ETF shares in Q3 2024, an estimated $6.41K.
  • WR Wealth Planners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Invesco AI and Next Gen Software ETF position peaked at $6.41K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.