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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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