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Coston McIsaac & Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Coston McIsaac & Partners’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 		$8K Hold
138
– – ﹤0.01% 609
2025
Q4 		$8K Hold
138
– – ﹤0.01% 603
2025
Q3 		$7K Hold
138
– – ﹤0.01% 599
2025
Q2 		$6K Hold
138
– – ﹤0.01% 593
2025
Q1 		$5K Hold
138
– – ﹤0.01% 592
2024
Q4 		$6K Hold
138
– – ﹤0.01% 562
2024
Q3 		$6 Hold
138
– – ﹤0.01% 572
2024
Q2 		$6K Hold
138
– – ﹤0.01% 543
2024
Q1 		$6K Buy
+138
New +$5.84K ﹤0.01% 548

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 $1.09B AUM 20.64% 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

Coston McIsaac & Partners's IGPT Position: Q1 2026 in Review

Coston McIsaac & Partners held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 138 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Coston McIsaac & Partners first reported a position in IGPT in Q1 2024 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Coston McIsaac & Partners held 138 shares of Invesco AI and Next Gen Software ETF worth $8K as of Q1 2026.
  • Coston McIsaac & Partners left its Invesco AI and Next Gen Software ETF share count unchanged in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #609 holding.
  • Coston McIsaac & Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2024 and has held it in 9 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.