Focus Financial Network’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Focus Financial Network’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 Q3	$453K	Sell	4,459 -21	-0.5%	-$1.97K	0.01%	511
2026 Q2	$466K	Buy	4,480 +350	+8%	+$30.1K	0.01%	492
2026 Q1	$240K	Sell	4,130 -300	-7%	-$18.7K	0.01%	652
2025 Q4	$263K	Buy	4,430 +69	+2%	+$4.01K	0.01%	625
2025 Q3	$236K	Buy	4,361 +147	+3%	+$7.52K	0.01%	663
2025 Q2	$207K	Buy	+4,214	New	+$182K	0.01%	681
2025 Q1	–	Sell	-5,138	Closed	-$232K	–	698
2024 Q4	$232K	Hold	5,138	–	–	0.01%	619
2024 Q3	$234K	Buy	5,138 +32	+0.6%	+$1.43K	0.01%	609
2024 Q2	$239K	Buy	+5,106	New	+$229K	0.01%	584

Other funds holding IGPT

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Focus Financial Network's IGPT Position: Q3 2026 in Review

Focus Financial Network reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 0.47% in Q3 2026, selling an estimated $1.97K and leaving 4,459 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #511.

Focus Financial Network first reported a position in IGPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $466K in Q2 2026. 29 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

Focus Financial Network held 4,459 shares of Invesco AI and Next Gen Software ETF worth $453K as of Q3 2026.
Focus Financial Network sold 21 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $1.97K.
Invesco AI and Next Gen Software ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #511 holding.
Focus Financial Network first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and has held it in 9 quarters since.
Focus Financial Network's Invesco AI and Next Gen Software ETF position peaked at $466K in Q2 2026.
29 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.