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 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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Financial Designs's IGPT Position: Q1 2026 in Review

Creative Financial Designs held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 108 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Creative Financial Designs first reported a position in IGPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.57K in Q2 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

Creative Financial Designs held 108 shares of Invesco AI and Next Gen Software ETF worth $6.27K as of Q1 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q1 2026, its #1530 holding.
Creative Financial Designs first reported a position in Invesco AI and Next Gen Software ETF in Q2 2023 and has held it in 12 quarters since.
Creative Financial Designs's Invesco AI and Next Gen Software ETF position peaked at $7.57K in Q2 2025.
146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.