Clear Creek Financial Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Clear Creek Financial Management’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	$3.37M	Buy	32,398 +1,654	+5%	+$142K	0.22%	114
2026 Q1	$1.79M	Buy	30,744 +8,970	+41%	+$559K	0.14%	163
2025 Q4	$1.29M	Buy	21,774 +908	+4%	+$52.8K	0.11%	193
2025 Q3	$1.13M	Buy	20,866 +2,780	+15%	+$142K	0.1%	213
2025 Q2	$889K	Buy	18,086 +1,597	+10%	+$69K	0.08%	239
2025 Q1	$668K	Buy	16,489 +1,828	+12%	+$83.2K	0.07%	266
2024 Q4	$663K	Buy	14,661 +1,247	+9%	+$58.2K	0.07%	246
2024 Q3	$610K	Buy	13,414 +797	+6%	+$35.6K	0.07%	232
2024 Q2	$599K	Buy	12,617 +2,372	+23%	+$106K	0.07%	227
2024 Q1	$463K	Buy	10,245 +4,161	+68%	+$176K	0.06%	260
2023 Q4	$235K	Buy	+6,084	New	+$212K	0.04%	294
2023 Q3	–	Sell	-6,084	Closed	-$218K	–	331
2023 Q2	$218K	Buy	6,084 +3	+0%	+$102	0.04%	290
2023 Q1	$206K	Buy	+6,081	New	+$194K	0.04%	276
2022 Q2	–	Sell	-5,841	Closed	-$217K	–	340
2022 Q1	$217K	Buy	5,841 +189	+3%	+$6.92K	0.03%	300
2021 Q4	$240K	Buy	5,652 +1,431	+34%	+$68.2K	0.04%	290
2021 Q3	$202K	Sell	4,221 -531	-11%	-$27.5K	0.03%	301
2021 Q2	$261K	Buy	+4,752	New	+$255K	0.04%	252
2021 Q1	–	Sell	-5,169	Closed	-$265K	–	143
2020 Q4	$265K	Buy	+5,169	New	+$238K	0.05%	251
2020 Q2	–	Sell	-7,026	Closed	-$222K	–	262
2020 Q1	$222K	Sell	7,026 -102	-1%	-$3.27K	0.08%	143
2019 Q4	$243K	Sell	7,128 -120	-2%	-$3.87K	0.1%	111
2019 Q3	$233K	Buy	+7,248	New	+$236K	0.11%	112

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Clear Creek Financial Management's IGPT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 5.4% in Q2 2026, buying an estimated $142K and bringing the position to 32,398 shares worth $3.37M. The position accounts for 0.22% of the portfolio, ranked #114.

Clear Creek Financial Management first reported a position in IGPT in Q3 2019 and has held it in 21 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Clear Creek Financial Management held 32,398 shares of Invesco AI and Next Gen Software ETF worth $3.37M as of Q2 2026.
Clear Creek Financial Management bought 1,654 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $142K.
Invesco AI and Next Gen Software ETF made up 0.22% of Clear Creek Financial Management's portfolio in Q2 2026, its #114 holding.
Clear Creek Financial Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and has held it in 21 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.