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Aspect Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Aspect Partners’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
-29
Closed -$1.43K – 722
2025
Q2 		$1.43K Sell
29
-7
-19% -$302 ﹤0.01% 501
2025
Q1 		$1.46K Buy
+36
New +$1.64K ﹤0.01% 477

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

Aspect Partners's IGPT Position: Q3 2025 in Review

Aspect Partners sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2025, closing a stake of 29 shares — an estimated $1.43K sold.

Aspect Partners first reported a position in IGPT in Q1 2025 and held it in 2 quarters. The position peaked at $1.46K in Q1 2025. 118 funds tracked by Wall St. Rank hold IGPT as of Q3 2025.

  • Aspect Partners reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2025 after selling out during the quarter.
  • Aspect Partners sold 29 Invesco AI and Next Gen Software ETF shares in Q3 2025, an estimated $1.43K.
  • Aspect Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and held it in 2 quarters.
  • Aspect Partners's Invesco AI and Next Gen Software ETF position peaked at $1.46K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2025.

Based on Aspect Partners's 13F filing for Q3 2025, filed 6 Nov 2025.