GPWM
IGPT icon

Grant Private Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Grant Private Wealth Management’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 		$256K Buy
+2,457
New +$212K 0.11% 142

Other funds holding IGPT

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Grant Private Wealth Management's IGPT Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,457 shares worth $256K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

27 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Grant Private Wealth Management held 2,457 shares of Invesco AI and Next Gen Software ETF worth $256K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Grant Private Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #142 holding.
  • 27 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.