EH
IGPT icon

Equitable Holdings’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Equitable Holdings’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 		$639K Buy
+6,140
New +$529K ﹤0.01% 1192
2025
Q2 		– Sell
-5,009
Closed -$203K – 1477
2025
Q1 		$203K Buy
+5,009
New +$228K ﹤0.01% 1251
2024
Q3 		– Sell
-5,018
Closed -$238K – 1281
2024
Q2 		$238K Buy
5,018
+161
+3% +$7.21K ﹤0.01% 1076
2024
Q1 		$220K Buy
+4,857
New +$206K ﹤0.01% 1064
2023
Q2 		– Sell
-9,882
Closed -$334K – 1049
2023
Q1 		$334K Hold
9,882
– – 0.01% 768
2022
Q4 		$300K Buy
9,882
+51
+0.5% +$1.58K 0.01% 736
2022
Q3 		$291K Buy
9,831
+81
+0.8% +$2.65K 0.01% 695
2022
Q2 		$295K Hold
9,750
– – 0.01% 698
2022
Q1 		$363K Hold
9,750
– – 0.01% 659
2021
Q4 		$415K Sell
9,750
-159
-2% -$7.58K 0.01% 614
2021
Q3 		$475K Buy
9,909
+12
+0.1% +$621 0.01% 558
2021
Q2 		$544K Sell
9,897
-759
-7% -$40.7K 0.01% 523
2021
Q1 		$553K Hold
10,656
– – 0.01% 489
2020
Q4 		$546K Sell
10,656
-1,023
-9% -$47K 0.01% 443
2020
Q3 		$482K Buy
11,679
+570
+5% +$23K 0.01% 430
2020
Q2 		$425K Hold
11,109
– – 0.01% 443
2020
Q1 		$317K Sell
11,109
-744
-6% -$23.9K 0.01% 449
2019
Q4 		$394K Buy
+11,853
New +$382K 0.01% 445

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Equitable Holdings's IGPT Position: Q2 2026 in Review

Equitable Holdings opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 6,140 shares worth $639K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in IGPT as recently as Q1 2025.

Equitable Holdings first reported a position in IGPT in Q4 2019 and has held it in 18 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Equitable Holdings held 6,140 shares of Invesco AI and Next Gen Software ETF worth $639K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Equitable Holdings position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1192 holding.
  • Equitable Holdings first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and has held it in 18 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.