Creative Financial Designs’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Creative Financial Designs’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	$11.2K	Hold	108	–	–	﹤0.01%	1485
2026 Q1	$6.27K	Hold	108	–	–	﹤0.01%	1530
2025 Q4	$6.42K	Hold	108	–	–	﹤0.01%	1452
2025 Q3	$5.83K	Sell	108 -46	-30%	-$2.35K	﹤0.01%	1500
2025 Q2	$7.57K	Hold	154	–	–	﹤0.01%	1415
2025 Q1	$6.24K	Hold	154	–	–	﹤0.01%	1426
2024 Q4	$6.96K	Hold	154	–	–	﹤0.01%	1347
2024 Q3	$7.01K	Hold	154	–	–	﹤0.01%	1295
2024 Q2	$7.31K	Hold	154	–	–	﹤0.01%	1241
2024 Q1	$6.97K	Buy	154 +46	+43%	+$1.95K	﹤0.01%	1239
2023 Q4	$4.17K	Hold	108	–	–	﹤0.01%	1294
2023 Q3	$3.5K	Hold	108	–	–	﹤0.01%	1253
2023 Q2	$3.88K	Buy	+108	New	+$3.65K	﹤0.01%	1223

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

Creative Financial Designs's IGPT Position: Q2 2026 in Review

Creative Financial Designs held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 108 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Creative Financial Designs first reported a position in IGPT in Q2 2023 and has held it in 13 quarters since. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Creative Financial Designs held 108 shares of Invesco AI and Next Gen Software ETF worth $11.2K as of Q2 2026.
Creative Financial Designs left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1485 holding.
Creative Financial Designs first reported a position in Invesco AI and Next Gen Software ETF in Q2 2023 and has held it in 13 quarters since.
200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.