Dynamic Advisor Solutions’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Dynamic Advisor Solutions’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	$2.18M	Sell	20,922 -1,932	-8%	-$166K	0.06%	317
2026 Q1	$1.33M	Sell	22,854 -3,995	-15%	-$249K	0.04%	400
2025 Q4	$1.6M	Sell	26,849 -1,469	-5%	-$85.4K	0.05%	348
2025 Q3	$1.53M	Buy	28,318 +2,693	+11%	+$138K	0.04%	376
2025 Q2	$1.26M	Buy	+25,625	New	+$1.11M	0.04%	395
2021 Q4	–	Sell	-4,416	Closed	-$212K	–	757
2021 Q3	$212K	Buy	+4,416	New	+$229K	0.02%	681

Other funds holding IGPT

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Dynamic Advisor Solutions's IGPT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 8.5% in Q2 2026, selling an estimated $166K and leaving 20,922 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #317.

Dynamic Advisor Solutions first reported a position in IGPT in Q3 2021 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Dynamic Advisor Solutions held 20,922 shares of Invesco AI and Next Gen Software ETF worth $2.18M as of Q2 2026.
Dynamic Advisor Solutions sold 1,932 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $166K.
Invesco AI and Next Gen Software ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #317 holding.
Dynamic Advisor Solutions first reported a position in Invesco AI and Next Gen Software ETF in Q3 2021 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.