Dale Q Rice Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Dale Q Rice Investment 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 Q2	$228K	Buy	+2,193	New	+$189K	0.12%	66

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

Dale Q Rice Investment Management's IGPT Position: Q2 2026 in Review

Dale Q Rice Investment Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,193 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings.

201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Dale Q Rice Investment Management held 2,193 shares of Invesco AI and Next Gen Software ETF worth $228K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Dale Q Rice Investment Management position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.12% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #66 holding.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.