Berkshire Money Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Berkshire Money 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	$23.4M	Sell	224,341 -10,211	-4%	-$879K	2.13%	14
2026 Q1	$13.6M	Sell	234,552 -11,068	-5%	-$690K	1.39%	19
2025 Q4	$14.6M	Buy	245,620 +2,105	+0.9%	+$122K	1.39%	18
2025 Q3	$13.2M	Buy	243,515 +79,172	+48%	+$4.05M	1.35%	17
2025 Q2	$8.08M	Buy	164,343 +6,344	+4%	+$274K	0.85%	18
2025 Q1	$6.4M	Buy	+157,999	New	+$7.19M	0.72%	20

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Berkshire Money Management's IGPT Position: Q2 2026 in Review

Berkshire Money Management reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 4.4% in Q2 2026, selling an estimated $879K and leaving 224,341 shares worth $23.4M. The position accounts for 2.13% of the portfolio, ranked #14.

Berkshire Money Management first reported a position in IGPT in Q1 2025 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Berkshire Money Management held 224,341 shares of Invesco AI and Next Gen Software ETF worth $23.4M as of Q2 2026.
Berkshire Money Management sold 10,211 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $879K.
Invesco AI and Next Gen Software ETF made up 2.13% of Berkshire Money Management's portfolio in Q2 2026, its #14 holding.
Berkshire Money Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.