Commonwealth Equity Services
IGPT icon

Commonwealth Equity Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Commonwealth Equity Services’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 		$2.2M Buy
21,134
+1,875
+10% +$161K ﹤0.01% 2027
2026
Q1 		$1.12M Buy
19,259
+705
+4% +$44K ﹤0.01% 2525
2025
Q4 		$1.1M Sell
18,554
-527
-3% -$30.6K ﹤0.01% 2502
2025
Q3 		$1.03M Sell
19,081
-42,767
-69% -$2.19M ﹤0.01% 2556
2025
Q2 		$3.04M Sell
61,848
-1,972
-3% -$85.2K ﹤0.01% 1684
2025
Q1 		$2.58M Sell
63,820
-322
-0.5% -$14.7K ﹤0.01% 1727
2024
Q4 		$2.9M Buy
64,142
+97
+0.2% +$4.52K ﹤0.01% 1603
2024
Q3 		$2.91M Buy
64,045
+2,619
+4% +$117K ﹤0.01% 1581
2024
Q2 		$2.92M Buy
61,426
+47,827
+352% +$2.14M ﹤0.01% 1547
2024
Q1 		$615K Buy
13,599
+3,929
+41% +$166K ﹤0.01% 2649
2023
Q4 		$373K Hold
9,670
– – ﹤0.01% 2975
2023
Q3 		$313K Sell
9,670
-5,684
-37% -$195K ﹤0.01% 2993
2023
Q2 		$551K Sell
15,354
-402
-3% -$13.6K ﹤0.01% 2525
2023
Q1 		$532K Sell
15,756
-1,005
-6% -$32.1K ﹤0.01% 2498
2022
Q4 		$508K Sell
16,761
-108
-0.6% -$3.34K ﹤0.01% 2454
2022
Q3 		$499K Buy
16,869
+117
+0.7% +$3.82K ﹤0.01% 2410
2022
Q2 		$507K Sell
16,752
-1,656
-9% -$54.2K ﹤0.01% 2389
2022
Q1 		$684K Sell
18,408
-237
-1% -$8.68K ﹤0.01% 2282
2021
Q4 		$793K Sell
18,645
-696
-4% -$33.2K ﹤0.01% 2157
2021
Q3 		$926K Sell
19,341
-759
-4% -$39.3K ﹤0.01% 1985
2021
Q2 		$1.1M Buy
20,100
+4,101
+26% +$220K ﹤0.01% 1843
2021
Q1 		$831K Buy
15,999
+2,034
+15% +$112K ﹤0.01% 1932
2020
Q4 		$716K Sell
13,965
-1,341
-9% -$61.6K ﹤0.01% 1880
2020
Q3 		$631K Buy
15,306
+2,331
+18% +$93.9K ﹤0.01% 1812
2020
Q2 		$496K Buy
12,975
+1,881
+17% +$64.5K ﹤0.01% 1891
2020
Q1 		$317K Sell
11,094
-2,517
-18% -$80.8K ﹤0.01% 2022
2019
Q4 		$452K Buy
13,611
+1,566
+13% +$50.5K ﹤0.01% 1998
2019
Q3 		$373K Buy
12,045
+1,845
+18% +$60.1K ﹤0.01% 2052
2019
Q2 		$325K Sell
10,200
-567
-5% -$17.8K ﹤0.01% 2137
2019
Q1 		$328K Buy
+10,767
New +$304K ﹤0.01% 2075
2018
Q4 		– Sell
-7,428
Closed -$215K – 2752
2018
Q3 		$215K Buy
+7,428
New +$205K ﹤0.01% 2449

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

Commonwealth Equity Services's IGPT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 9.7% in Q2 2026, buying an estimated $161K and bringing the position to 21,134 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Commonwealth Equity Services first reported a position in IGPT in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.04M in Q2 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Commonwealth Equity Services held 21,134 shares of Invesco AI and Next Gen Software ETF worth $2.2M as of Q2 2026.
  • Commonwealth Equity Services bought 1,875 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $161K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2027 holding.
  • Commonwealth Equity Services first reported a position in Invesco AI and Next Gen Software ETF in Q3 2018 and has held it in 31 quarters since.
  • Commonwealth Equity Services's Invesco AI and Next Gen Software ETF position peaked at $3.04M in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.