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 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%	+$7.51K	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

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

Focus Financial Network's IGPT Position: Q2 2026 in Review

Focus Financial Network increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 8.5% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,480 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #492.

Focus Financial Network first reported a position in IGPT in Q2 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Focus Financial Network held 4,480 shares of Invesco AI and Next Gen Software ETF worth $466K as of Q2 2026.
Focus Financial Network bought 350 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $30.1K.
Invesco AI and Next Gen Software ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #492 holding.
Focus Financial Network first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.