Blue Trust Inc
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Blue Trust Inc’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Blue Trust Inc’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
Q3 		$50.9K Buy
501
+75
+18% +$7.04K ﹤0.01% 1224
2026
Q2 		$44.3K Hold
426
– – ﹤0.01% 1391
2026
Q1 		$24.7K Hold
426
– – ﹤0.01% 1577
2025
Q4 		$25.3K Hold
426
– – ﹤0.01% 1605
2025
Q3 		$23K Hold
426
– – ﹤0.01% 1624
2025
Q2 		$20.9K Hold
426
– – ﹤0.01% 1669
2025
Q1 		$17.2K Buy
+426
New +$19.4K ﹤0.01% 1692

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StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Blue Trust Inc's IGPT Position: Q3 2026 in Review

Blue Trust Inc increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 18% in Q3 2026, buying an estimated $7.04K and bringing the position to 501 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Blue Trust Inc first reported a position in IGPT in Q1 2025 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

  • Blue Trust Inc held 501 shares of Invesco AI and Next Gen Software ETF worth $50.9K as of Q3 2026.
  • Blue Trust Inc bought 75 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $7.04K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1224 holding.
  • Blue Trust Inc first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.