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Allen Mooney & Barnes Investment Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Allen Mooney & Barnes Investment 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
2026
Q2 		$422K Buy
+4,050
New +$349K 0.06% 113

Other funds holding IGPT

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IGPT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 4,050 shares worth $422K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings.

89 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,050 shares of Invesco AI and Next Gen Software ETF worth $422K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Allen Mooney & Barnes Investment Advisors position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • 89 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.