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Bay Capital Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Bay 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 		$1.27M Sell
21,912
-54
-0.2% -$3.37K 0.78% 23
2025
Q4 		$1.31M Sell
21,966
-662
-3% -$38.5K 0.8% 24
2025
Q3 		$1.22M Buy
22,628
+4,809
+27% +$246K 0.8% 23
2025
Q2 		$876K Buy
+17,819
New +$770K 0.67% 30

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

Bay Capital Advisors's IGPT Position: Q1 2026 in Review

Bay Capital Advisors reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 0.25% in Q1 2026, selling an estimated $3.37K and leaving 21,912 shares worth $1.27M. The position accounts for 0.78% of the portfolio, ranked #23.

Bay Capital Advisors first reported a position in IGPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Bay Capital Advisors held 21,912 shares of Invesco AI and Next Gen Software ETF worth $1.27M as of Q1 2026.
  • Bay Capital Advisors sold 54 Invesco AI and Next Gen Software ETF shares in Q1 2026, an estimated $3.37K.
  • Invesco AI and Next Gen Software ETF made up 0.78% of Bay Capital Advisors's portfolio in Q1 2026, its #23 holding.
  • Bay Capital Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 4 quarters since.
  • Bay Capital Advisors's Invesco AI and Next Gen Software ETF position peaked at $1.31M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Bay Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.