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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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