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Carolinas Wealth Consulting’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-329
Closed -$13.3K – 443
2025
Q1 		$13.3K Buy
329
+150
+84% +$6.83K ﹤0.01% 499
2024
Q4 		$8.08K Hold
179
– – ﹤0.01% 572
2024
Q3 		$8.13K Buy
+179
New +$8K ﹤0.01% 593

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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carolinas Wealth Consulting's IGPT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2025, closing a stake of 329 shares — an estimated $13.3K sold.

Carolinas Wealth Consulting first reported a position in IGPT in Q3 2024 and held it in 3 quarters. The position peaked at $13.3K in Q1 2025. 117 funds tracked by Wall St. Rank hold IGPT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 329 Invesco AI and Next Gen Software ETF shares in Q2 2025, an estimated $13.3K.
  • Carolinas Wealth Consulting first reported a position in Invesco AI and Next Gen Software ETF in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Invesco AI and Next Gen Software ETF position peaked at $13.3K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.