CIBC Private Wealth Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

CIBC Private Wealth Group’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 Q4	$709K	Buy	11,925 +409	+4%	+$23.8K	﹤0.01%	773
2025 Q3	$622K	Hold	11,516	–	–	﹤0.01%	803
2025 Q2	$566K	Hold	11,516	–	–	﹤0.01%	808
2025 Q1	$405K	Hold	11,516	–	–	﹤0.01%	866
2024 Q4	$536K	Hold	11,516	–	–	﹤0.01%	846
2024 Q3	$524K	Buy	11,516 +1,016	+10%	+$45.4K	﹤0.01%	859
2024 Q2	$515K	Hold	10,500	–	–	﹤0.01%	816
2024 Q1	$480K	Hold	10,500	–	–	﹤0.01%	847
2023 Q4	$405K	Hold	10,500	–	–	﹤0.01%	846
2023 Q3	$340K	Buy	+10,500	New	+$361K	﹤0.01%	846

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIBC Private Wealth Group's IGPT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 3.6% in Q4 2025, buying an estimated $23.8K and bringing the position to 11,925 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

CIBC Private Wealth Group first reported a position in IGPT in Q3 2023 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

CIBC Private Wealth Group held 11,925 shares of Invesco AI and Next Gen Software ETF worth $709K as of Q4 2025.
CIBC Private Wealth Group bought 409 Invesco AI and Next Gen Software ETF shares in Q4 2025, an estimated $23.8K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #773 holding.
CIBC Private Wealth Group first reported a position in Invesco AI and Next Gen Software ETF in Q3 2023 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.