AIM
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Aspen Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Aspen Investment 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
2026
Q2 		$896K Buy
8,606
+845
+11% +$72.8K 0.24% 103
2026
Q1 		$451K Buy
7,761
+314
+4% +$19.6K 0.14% 137
2025
Q4 		$443K Buy
7,447
+2,829
+61% +$164K 0.13% 136
2025
Q3 		$249K Buy
+4,618
New +$236K 0.1% 142

Other funds holding IGPT

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Aspen Investment Management's IGPT Position: Q2 2026 in Review

Aspen Investment Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 11% in Q2 2026, buying an estimated $72.8K and bringing the position to 8,606 shares worth $896K. The position accounts for 0.24% of the portfolio, ranked #103.

Aspen Investment Management first reported a position in IGPT in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Aspen Investment Management held 8,606 shares of Invesco AI and Next Gen Software ETF worth $896K as of Q2 2026.
  • Aspen Investment Management bought 845 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $72.8K.
  • Invesco AI and Next Gen Software ETF made up 0.24% of Aspen Investment Management's portfolio in Q2 2026, its #103 holding.
  • Aspen Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.