Freestone Capital Holdings
IGPT icon

Freestone Capital Holdings’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Freestone Capital Holdings’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 		$550K Buy
+5,412
New +$508K 0.01% 328
2021
Q1 		– Sell
-192
Closed -$9.9K – 717
2020
Q4 		$9.9K Hold
192
– – ﹤0.01% 863
2020
Q3 		$7.92K Buy
+192
New +$7.74K ﹤0.01% 796

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Freestone Capital Holdings's IGPT Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q3 2026: 5,412 shares worth $550K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in IGPT as recently as Q4 2020.

Freestone Capital Holdings first reported a position in IGPT in Q3 2020 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

  • Freestone Capital Holdings held 5,412 shares of Invesco AI and Next Gen Software ETF worth $550K as of Q3 2026.
  • Invesco AI and Next Gen Software ETF was a new Freestone Capital Holdings position in Q3 2026.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #328 holding.
  • Freestone Capital Holdings first reported a position in Invesco AI and Next Gen Software ETF in Q3 2020 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.