EDRH
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Edmond de Rothschild Holding’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Edmond de Rothschild Holding’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 		$14.5K Sell
250
-74
-23% -$4.62K ﹤0.01% 494
2025
Q4 		$19.3K Hold
324
– – ﹤0.01% 512
2025
Q3 		$17.5K Hold
324
– – ﹤0.01% 515
2025
Q2 		$15.9K Hold
324
– – ﹤0.01% 511
2025
Q1 		$13.1K Hold
324
– – ﹤0.01% 527
2024
Q4 		$14.7K Hold
324
– – ﹤0.01% 558
2024
Q3 		$14.7K Hold
324
– – ﹤0.01% 590
2024
Q2 		$15.4K Hold
324
– – ﹤0.01% 621
2024
Q1 		$14.7K Hold
324
– – ﹤0.01% 633
2023
Q4 		$12.5K Hold
324
– – ﹤0.01% 649
2023
Q3 		$10.5K Hold
324
– – ﹤0.01% 660
2023
Q2 		$11.6K Buy
+324
New +$11K ﹤0.01% 680

Other funds holding IGPT

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LPL Financial
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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