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Founders Financial Alliance’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Founders Financial Alliance’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 		$188K Hold
1,804
– – 0.02% 442
2026
Q1 		$105K Buy
+1,804
New +$113K 0.02% 451
2025
Q4 		– Sell
-1,804
Closed -$97.5K – 664
2025
Q3 		$97.5K Buy
+1,804
New +$92.2K 0.02% 439
2025
Q1 		– Sell
-1,803
Closed -$81.6K – 631
2024
Q4 		$81.6K Hold
1,803
– – 0.02% 338
2024
Q3 		$82K Hold
1,803
– – 0.02% 349
2024
Q2 		$85.6K Hold
1,803
– – 0.03% 336
2024
Q1 		$81.6K Hold
1,803
– – 0.02% 345
2023
Q4 		$69.6K Hold
1,803
– – 0.03% 316
2023
Q3 		$58.4K Buy
1,803
+414
+30% +$14.2K 0.03% 307
2023
Q2 		$49.9K Hold
1,389
– – 0.02% 343
2023
Q1 		$46.9K Sell
1,389
-414
-23% -$13.2K 0.02% 306
2022
Q4 		$54.7K Buy
1,803
+6
+0.3% +$185 0.03% 316
2022
Q3 		$53K Buy
+1,797
New +$58.7K 0.03% 309
2022
Q2 		– Sell
-2,652
Closed -$99K – 524
2022
Q1 		$99K Buy
2,652
+57
+2% +$2.09K 0.04% 262
2021
Q4 		$110K Hold
2,595
– – 0.04% 290
2021
Q3 		$124K Hold
2,595
– – 0.06% 262
2021
Q2 		$143K Hold
2,595
– – 0.07% 264
2021
Q1 		$135K Hold
2,595
– – 0.07% 252
2020
Q4 		$133K Hold
2,595
– – 0.08% 224
2020
Q3 		$107K Buy
+2,595
New +$105K 0.06% 250

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

Founders Financial Alliance's IGPT Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 1,804 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #442.

Founders Financial Alliance first reported a position in IGPT in Q3 2020 and has held it in 20 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Founders Financial Alliance held 1,804 shares of Invesco AI and Next Gen Software ETF worth $188K as of Q2 2026.
  • Founders Financial Alliance left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #442 holding.
  • Founders Financial Alliance first reported a position in Invesco AI and Next Gen Software ETF in Q3 2020 and has held it in 20 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.