Belpointe Asset Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Belpointe Asset 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	$459K	Buy	+4,414	New	+$380K	0.02%	747
2026 Q1	–	Sell	-5,913	Closed	-$352K	–	1130
2025 Q4	$352K	Buy	+5,913	New	+$344K	0.01%	777
2023 Q1	–	Sell	-60	Closed	-$1.82K	–	3791
2022 Q4	$1.82K	Buy	+60	New	+$1.85K	﹤0.01%	3290

Other funds holding IGPT

BMM

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

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Belpointe Asset Management's IGPT Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 4,414 shares worth $459K. The stake represents 0.02% of the portfolio and ranks #747 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IGPT as recently as Q4 2025.

Belpointe Asset Management first reported a position in IGPT in Q4 2022 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Belpointe Asset Management held 4,414 shares of Invesco AI and Next Gen Software ETF worth $459K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Belpointe Asset Management position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #747 holding.
Belpointe Asset Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and has held it in 3 quarters since.
82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.