Cerity Partners
IGPT icon

Cerity Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Cerity Partners’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 		$429K Buy
4,122
+155
+4% +$13.3K ﹤0.01% 2533
2026
Q1 		$230K Buy
+3,967
New +$247K ﹤0.01% 2794
2025
Q1 		– Sell
-4,880
Closed -$221K – 2538
2024
Q4 		$221K Hold
4,880
– – ﹤0.01% 2193
2024
Q3 		$222K Hold
4,880
– – ﹤0.01% 2256
2024
Q2 		$232K Buy
+4,880
New +$219K ﹤0.01% 1959

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners's IGPT Position: Q2 2026 in Review

Cerity Partners increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 3.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,122 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Cerity Partners first reported a position in IGPT in Q2 2024 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Cerity Partners held 4,122 shares of Invesco AI and Next Gen Software ETF worth $429K as of Q2 2026.
  • Cerity Partners bought 155 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $13.3K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2533 holding.
  • Cerity Partners first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.