Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Cambridge Investment Research 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
Q2 		$5.6M Buy
53,777
+9,588
+22% +$826K 0.01% 935
2026
Q1 		$2.57M Buy
44,189
+1,817
+4% +$113K 0.01% 1412
2025
Q4 		$2.52M Buy
42,372
+973
+2% +$56.6K 0.01% 1346
2025
Q3 		$2.24M Buy
41,399
+468
+1% +$23.9K 0.01% 1417
2025
Q2 		$2.01M Buy
40,931
+613
+2% +$26.5K 0.01% 1435
2025
Q1 		$1.63M Buy
40,318
+1,804
+5% +$82.1K 0.01% 1478
2024
Q4 		$1.74M Buy
38,514
+1,301
+3% +$60.7K 0.01% 1460
2024
Q3 		$1.69M Buy
37,213
+6,814
+22% +$305K 0.01% 1483
2024
Q2 		$1.44M Buy
30,399
+6,101
+25% +$273K 0.01% 1517
2024
Q1 		$1.1M Buy
24,298
+7,730
+47% +$327K ﹤0.01% 1662
2023
Q4 		$640K Buy
16,568
+44
+0.3% +$1.53K ﹤0.01% 1992
2023
Q3 		$536K Sell
16,524
-672
-4% -$23.1K ﹤0.01% 2025
2023
Q2 		$617K Sell
17,196
-3,489
-17% -$118K ﹤0.01% 1969
2023
Q1 		$699K Sell
20,685
-7,269
-26% -$232K ﹤0.01% 1829
2022
Q4 		$848K Sell
27,954
-1,605
-5% -$49.6K ﹤0.01% 1622
2022
Q3 		$875K Buy
29,559
+432
+1% +$14.1K ﹤0.01% 1565
2022
Q2 		$882K Sell
29,127
-555
-2% -$18.2K ﹤0.01% 1565
2022
Q1 		$1.1M Sell
29,682
-3,207
-10% -$118K 0.01% 1503
2021
Q4 		$1.4M Buy
32,889
+2,001
+6% +$95.4K 0.01% 1364
2021
Q3 		$1.48M Sell
30,888
-918
-3% -$47.5K 0.01% 1256
2021
Q2 		$1.75M Buy
31,806
+1,938
+6% +$104K 0.01% 1192
2021
Q1 		$1.55M Sell
29,868
-2,481
-8% -$136K 0.01% 1150
2020
Q4 		$1.66M Buy
32,349
+3,048
+10% +$140K 0.01% 1025
2020
Q3 		$1.21M Sell
29,301
-852
-3% -$34.3K 0.01% 1078
2020
Q2 		$1.15M Buy
30,153
+14,469
+92% +$496K 0.01% 1042
2020
Q1 		$448K Sell
15,684
-19,689
-56% -$632K ﹤0.01% 1428
2019
Q4 		$1.18M Buy
35,373
+735
+2% +$23.7K 0.01% 1066
2019
Q3 		$1.07M Buy
34,638
+15,156
+78% +$494K 0.01% 1027
2019
Q2 		$622K Buy
19,482
+5,370
+38% +$168K 0.01% 1300
2019
Q1 		$430K Buy
14,112
+4,422
+46% +$125K ﹤0.01% 1586
2018
Q4 		$239K Sell
9,690
-4,029
-29% -$103K ﹤0.01% 1813
2018
Q3 		$398K Buy
+13,719
New +$379K ﹤0.01% 1589

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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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
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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors's IGPT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 22% in Q2 2026, buying an estimated $826K and bringing the position to 53,777 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #935.

Cambridge Investment Research Advisors first reported a position in IGPT in Q3 2018 and has held it in 32 quarters since. 72 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Cambridge Investment Research Advisors held 53,777 shares of Invesco AI and Next Gen Software ETF worth $5.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 9,588 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $826K.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #935 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2018 and has held it in 32 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.