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 Q2	$22.6K	Sell	217 -116	-35%	-$9.99K	﹤0.01%	1504
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

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Aptus Capital Advisors's IGPT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 35% in Q2 2026, selling an estimated $9.99K and leaving 217 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Aptus Capital Advisors first reported a position in IGPT in Q3 2022 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Aptus Capital Advisors held 217 shares of Invesco AI and Next Gen Software ETF worth $22.6K as of Q2 2026.
Aptus Capital Advisors sold 116 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $9.99K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1504 holding.
Aptus Capital Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2022 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.