Aptus Capital Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Aptus Capital 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 Q3	$67.6K	Buy	665 +448	+206%	+$42.1K	﹤0.01%	1333
2026 Q2	$22.6K	Sell	217 -116	-35%	-$10K	﹤0.01%	1503
2026 Q1	$19.3K	Hold	333	–	–	﹤0.01%	1412
2025 Q4	$19.8K	Hold	333	–	–	﹤0.01%	1417
2025 Q3	$18K	Hold	333	–	–	﹤0.01%	1364
2025 Q2	$16.4K	Hold	333	–	–	﹤0.01%	1315
2025 Q1	$13.5K	Hold	333	–	–	﹤0.01%	1252
2024 Q4	$15.1K	Hold	333	–	–	﹤0.01%	1247
2024 Q3	$15.2K	Buy	333 +120	+56%	+$5.36K	﹤0.01%	1063
2024 Q2	$10.1K	Hold	213	–	–	﹤0.01%	1028
2024 Q1	$9.6K	Buy	+213	New	+$9.02K	﹤0.01%	1037
2023 Q1	–	Sell	-69	Closed	-$2.09K	–	838
2022 Q4	$2.09K	Hold	69	–	–	﹤0.01%	755
2022 Q3	$2K	Buy	+69	New	+$2.25K	﹤0.01%	740

Other funds holding IGPT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Aptus Capital Advisors's IGPT Position: Q3 2026 in Review

Aptus Capital Advisors increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 206% in Q3 2026, buying an estimated $42.1K and bringing the position to 665 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Aptus Capital Advisors first reported a position in IGPT in Q3 2022 and has held it in 13 quarters since. 162 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

Aptus Capital Advisors held 665 shares of Invesco AI and Next Gen Software ETF worth $67.6K as of Q3 2026.
Aptus Capital Advisors bought 448 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $42.1K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1333 holding.
Aptus Capital Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2022 and has held it in 13 quarters since.
162 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.