AAS
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Avantax Advisory Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Avantax Advisory Services’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
Q2 		$1.77M Buy
35,989
+3,441
+11% +$149K 0.01% 861
2025
Q1 		$1.32M Buy
+32,548
New +$1.48M 0.01% 950
2020
Q4 		– Sell
-7,623
Closed -$315K – 1129
2020
Q3 		$315K Buy
+7,623
New +$307K 0.01% 1000

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 $1.09B AUM 20.64% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's IGPT Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 11% in Q2 2025, buying an estimated $149K and bringing the position to 35,989 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #861.

Avantax Advisory Services first reported a position in IGPT in Q3 2020 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold IGPT as of Q2 2025.

  • Avantax Advisory Services held 35,989 shares of Invesco AI and Next Gen Software ETF worth $1.77M as of Q2 2025.
  • Avantax Advisory Services bought 3,441 Invesco AI and Next Gen Software ETF shares in Q2 2025, an estimated $149K.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #861 holding.
  • Avantax Advisory Services first reported a position in Invesco AI and Next Gen Software ETF in Q3 2020 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.