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Global Retirement Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Global Retirement Partners’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 		$166K Buy
+1,596
New +$137K ﹤0.01% 1697
2025
Q4 		$85.6K Buy
1,440
+2
+0.1% +$116 ﹤0.01% 2003
2025
Q3 		$77.7K Sell
1,438
-3
-0.2% -$153 ﹤0.01% 1643
2025
Q2 		$70.8K Buy
+1,441
New +$62.3K ﹤0.01% 1589
2024
Q4 		$90.8K Sell
2,008
-164
-8% -$7.65K ﹤0.01% 1324
2024
Q3 		$98.8K Buy
2,172
+798
+58% +$35.7K ﹤0.01% 1241
2024
Q2 		$65.3K Buy
1,374
+624
+83% +$28K ﹤0.01% 1399
2024
Q1 		$33.9K Hold
750
– – ﹤0.01% 1580
2023
Q4 		$29.3K Hold
750
– – ﹤0.01% 1571
2023
Q3 		$24.4K Hold
750
– – ﹤0.01% 1563
2023
Q2 		$26.9K Hold
750
– – ﹤0.01% 1545
2023
Q1 		$23.8K Hold
750
– – ﹤0.01% 1558
2022
Q4 		$22.7K Hold
750
– – ﹤0.01% 1430
2022
Q3 		$24K Hold
750
– – ﹤0.01% 1315
2022
Q2 		$23K Hold
750
– – ﹤0.01% 1299
2022
Q1 		$23K Buy
+750
New +$27.5K ﹤0.01% 1304
2021
Q4 		– Sell
-750
Closed -$36K – 965
2021
Q3 		$36K Hold
750
– – ﹤0.01% 966
2021
Q2 		$41K Hold
750
– – ﹤0.01% 932
2021
Q1 		$39K Buy
+750
New +$41.2K ﹤0.01% 873
2020
Q4 		– Sell
-840
Closed -$35K – 1767
2020
Q3 		$35K Hold
840
– – 0.01% 731
2020
Q2 		$32K Hold
840
– – 0.01% 753
2020
Q1 		$24K Hold
840
– – ﹤0.01% 749
2019
Q4 		$28K Hold
840
– – ﹤0.01% 820
2019
Q3 		$26K Hold
840
– – ﹤0.01% 806
2019
Q2 		$27K Hold
840
– – 0.01% 788
2019
Q1 		$26K Buy
+840
New +$23.7K 0.01% 735

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

Global Retirement Partners's IGPT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 1,596 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IGPT as recently as Q4 2025.

Global Retirement Partners first reported a position in IGPT in Q1 2019 and has held it in 26 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Global Retirement Partners held 1,596 shares of Invesco AI and Next Gen Software ETF worth $166K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1697 holding.
  • Global Retirement Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 26 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.