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

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

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. 200 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.
200 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.