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Cresset Asset Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Cresset Asset 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
Q1 		$631K Buy
10,871
+734
+7% +$45.8K ﹤0.01% 957
2025
Q4 		$603K Hold
10,137
– – ﹤0.01% 990
2025
Q3 		$548K Buy
10,137
+4
+0% +$204 ﹤0.01% 985
2025
Q2 		$498K Buy
10,133
+3
+0% +$130 ﹤0.01% 941
2025
Q1 		$410K Buy
+10,130
New +$461K ﹤0.01% 1170

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 $976M AUM 13.87% 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

Cresset Asset Management's IGPT Position: Q1 2026 in Review

Cresset Asset Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 7.2% in Q1 2026, buying an estimated $45.8K and bringing the position to 10,871 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Cresset Asset Management first reported a position in IGPT in Q1 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Cresset Asset Management held 10,871 shares of Invesco AI and Next Gen Software ETF worth $631K as of Q1 2026.
  • Cresset Asset Management bought 734 Invesco AI and Next Gen Software ETF shares in Q1 2026, an estimated $45.8K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #957 holding.
  • Cresset Asset Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.