AWM
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Apollon Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Apollon Wealth Management’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
2025
Q3 		– Sell
-5,463
Closed -$268K – 1347
2025
Q2 		$268K Sell
5,463
-255
-4% -$11K 0.01% 1046
2025
Q1 		$232K Buy
5,718
+180
+3% +$8.19K 0.01% 1051
2024
Q4 		$250K Buy
5,538
+106
+2% +$4.94K 0.01% 1011
2024
Q3 		$247K Buy
+5,432
New +$243K 0.01% 982

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Apollon Wealth Management's IGPT Position: Q3 2025 in Review

Apollon Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2025, closing a stake of 5,463 shares — an estimated $268K sold.

Apollon Wealth Management first reported a position in IGPT in Q3 2024 and held it in 4 quarters. The position peaked at $268K in Q2 2025. 118 funds tracked by Wall St. Rank hold IGPT as of Q3 2025.

  • Apollon Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 5,463 Invesco AI and Next Gen Software ETF shares in Q3 2025, an estimated $268K.
  • Apollon Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2024 and held it in 4 quarters.
  • Apollon Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $268K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.