CWM
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Cornerstone Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Cornerstone Wealth 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
Q2 		$250K Buy
+2,403
New +$207K 0.01% 659
2019
Q1 		– Sell
-18,747
Closed -$460K – 511
2018
Q4 		$460K Buy
+18,747
New +$478K 0.1% 207
2018
Q3 		– Sell
-2,816,238
Closed -$12.2M – 1405
2018
Q2 		$12.2M Buy
+2,816,238
New +$69.9M 0.14% 161

Other funds holding IGPT

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cornerstone Wealth Management's IGPT Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,403 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in IGPT as recently as Q4 2018.

Cornerstone Wealth Management first reported a position in IGPT in Q2 2018 and has held it in 3 quarters since. The position peaked at $12.2M in Q2 2018. 44 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Cornerstone Wealth Management held 2,403 shares of Invesco AI and Next Gen Software ETF worth $250K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Cornerstone Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2018 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $12.2M in Q2 2018.
  • 44 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.