Corient Private Wealth
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Corient Private Wealth’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Corient Private Wealth’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
2025
Q2 		$1.4M Buy
2025
Q1 		$1.08M Buy
2024
Q4 		$1.12M Buy
2024
Q3 		$1.03M Buy
2024
Q2 		$903K Buy
2024
Q1 		$819K Buy
2023
Q4 		$249K Hold
2023
Q3 		$209K Hold
2023
Q2 		$232K Hold
2023
Q1 		$218K Buy