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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
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% 1253
2024
Q4 		$15.1K Hold
333
– – ﹤0.01% 1247
2024
Q3 		$15.2K Buy
333
+120
+56% +$5.36K ﹤0.01% 1061
2024
Q2 		$10.1K Hold
213
– – ﹤0.01% 1028
2024
Q1 		$9.64K Buy
+213
New +$9.02K ﹤0.01% 1038
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

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Morgan Stanley
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JSW
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Ameriprise
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return