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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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clear Creek Financial Management's IGPT Position: Q1 2026 in Review

Clear Creek Financial Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 41% in Q1 2026, buying an estimated $559K and bringing the position to 30,744 shares worth $1.79M. The position accounts for 0.14% of the portfolio, ranked #163.

Clear Creek Financial Management first reported a position in IGPT in Q3 2019 and has held it in 20 quarters since. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Clear Creek Financial Management held 30,744 shares of Invesco AI and Next Gen Software ETF worth $1.79M as of Q1 2026.
  • Clear Creek Financial Management bought 8,970 Invesco AI and Next Gen Software ETF shares in Q1 2026, an estimated $559K.
  • Invesco AI and Next Gen Software ETF made up 0.14% of Clear Creek Financial Management's portfolio in Q1 2026, its #163 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 20 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.