EWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$57K 0.01% 333