Evermay Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Evermay Wealth 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	$125K	Hold	1,200	–	–	0.01%	244
2026 Q1	$69.7K	Hold	1,200	–	–	0.01%	287
2025 Q4	$71.4K	Hold	1,200	–	–	0.01%	292
2025 Q3	$64.8K	Hold	1,200	–	–	0.01%	307
2025 Q2	$59K	Hold	1,200	–	–	0.01%	311
2025 Q1	$48.6K	Hold	1,200	–	–	0.01%	322
2024 Q4	$54.3K	Hold	1,200	–	–	0.01%	315
2024 Q3	$54.6K	Hold	1,200	–	–	0.01%	331
2024 Q2	$57K	Buy	+1,200	New	+$53.8K	0.01%	333

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

Evermay Wealth Management's IGPT Position: Q2 2026 in Review

Evermay Wealth Management held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 1,200 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #244.

Evermay Wealth Management first reported a position in IGPT in Q2 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Evermay Wealth Management held 1,200 shares of Invesco AI and Next Gen Software ETF worth $125K as of Q2 2026.
Evermay Wealth Management left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #244 holding.
Evermay Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.