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

Creative Planning’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	$992K	Buy	9,526 +1,430	+18%	+$123K	﹤0.01%	2647
2026 Q1	$470K	Buy	8,096 +2,569	+46%	+$160K	﹤0.01%	3077
2025 Q4	$329K	Sell	5,527 -1,644	-23%	-$95.6K	﹤0.01%	3178
2025 Q3	$387K	Buy	+7,171	New	+$367K	﹤0.01%	2944
2021 Q2	–	Sell	-4,440	Closed	-$231K	–	2312
2021 Q1	$231K	Buy	4,440 +516	+13%	+$28.4K	﹤0.01%	1983
2020 Q4	$201K	Buy	+3,924	New	+$180K	﹤0.01%	1902
2020 Q1	–	Sell	-11,679	Closed	-$388K	–	1978
2019 Q4	$388K	Hold	11,679	–	–	﹤0.01%	1250
2019 Q3	$362K	Buy	11,679 +3,780	+48%	+$123K	﹤0.01%	1247
2019 Q2	$252K	Buy	+7,899	New	+$248K	﹤0.01%	1475
2017 Q3	–	Sell	-1,599	Closed	-$30K	–	2746
2017 Q2	$30K	Hold	1,599	–	–	﹤0.01%	2886
2017 Q1	$27K	Buy	+1,599	New	+$26.7K	﹤0.01%	2915
2016 Q1	–	Sell	-3,000	Closed	-$42K	–	4413
2015 Q4	$42K	Hold	3,000	–	–	﹤0.01%	2257
2015 Q3	$40K	Buy	+3,000	New	+$42.5K	﹤0.01%	2199
2014 Q4	–	Sell	-4,746	Closed	-$56K	–	4245
2014 Q3	$56K	Hold	4,746	–	–	﹤0.01%	1845
2014 Q2	$58K	Hold	4,746	–	–	﹤0.01%	1781
2014 Q1	$57K	Hold	4,746	–	–	﹤0.01%	1719
2013 Q4	$57K	Hold	4,746	–	–	﹤0.01%	1517
2013 Q3	$52K	Buy	+4,746	New	+$50.8K	﹤0.01%	1478

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 Planning's IGPT Position: Q2 2026 in Review

Creative Planning increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 9,526 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Creative Planning first reported a position in IGPT in Q3 2013 and has held it in 18 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Creative Planning held 9,526 shares of Invesco AI and Next Gen Software ETF worth $992K as of Q2 2026.
Creative Planning bought 1,430 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $123K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2647 holding.
Creative Planning first reported a position in Invesco AI and Next Gen Software ETF in Q3 2013 and has held it in 18 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.