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Crowley Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-4,830
Closed -$261K – 166
2025
Q3 		$261K Buy
4,830
+1,670
+53% +$85.4K 0.21% 67
2025
Q2 		$160K Buy
3,160
+1,470
+87% +$63.5K 0.15% 81
2025
Q1 		$68.4K Buy
+1,690
New +$76.9K 0.07% 120

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Crowley Wealth Management's IGPT Position: Q4 2025 in Review

Crowley Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2025, closing a stake of 4,830 shares — an estimated $261K sold.

Crowley Wealth Management first reported a position in IGPT in Q1 2025 and held it in 3 quarters. The position peaked at $261K in Q3 2025. 148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

  • Crowley Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 4,830 Invesco AI and Next Gen Software ETF shares in Q4 2025, an estimated $261K.
  • Crowley Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and held it in 3 quarters.
  • Crowley Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $261K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.