Coppell Advisory Solutions’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Coppell Advisory Solutions’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	$1.26M	Buy	+1	New	+$86	0.1%	164
2024 Q4	–	Sell	-150	Closed	-$6.84K	–	2031
2024 Q3	$6.84K	Hold	150	–	–	﹤0.01%	1185
2024 Q2	$7.12K	Buy	+150	New	+$6.72K	﹤0.01%	1113
2023 Q4	$5.79K	Buy	150 +100	+200%	+$3.48K	﹤0.01%	1075
2023 Q3	$4.55K	Sell	50 -100	-67%	-$3.44K	﹤0.01%	728
2023 Q2	$5.32K	Buy	+150	New	+$5.08K	﹤0.01%	840
2023 Q1	–	Sell	-150	Closed	-$4.55K	–	633
2022 Q4	$4.55K	Buy	+150	New	+$4.64K	﹤0.01%	731

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

Coppell Advisory Solutions's IGPT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 1 share worth $1.26M. The stake represents 0.1% of the portfolio and ranks #164 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IGPT as recently as Q3 2024.

Coppell Advisory Solutions first reported a position in IGPT in Q4 2022 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Coppell Advisory Solutions held 1 share of Invesco AI and Next Gen Software ETF worth $1.26M as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.1% of Coppell Advisory Solutions's portfolio in Q2 2026, its #164 holding.
Coppell Advisory Solutions first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.