HAP
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Harbor Asset Planning’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Harbor Asset Planning’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
Q1 		$34K Hold
586
– – 0.03% 246
2025
Q4 		$34.9K Hold
586
– – 0.03% 236
2025
Q3 		$31.7K Hold
586
– – 0.03% 236
2025
Q2 		$28.8K Buy
+586
New +$25.3K 0.03% 237

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harbor Asset Planning's IGPT Position: Q1 2026 in Review

Harbor Asset Planning held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 586 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #246.

Harbor Asset Planning first reported a position in IGPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.9K in Q4 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Harbor Asset Planning held 586 shares of Invesco AI and Next Gen Software ETF worth $34K as of Q1 2026.
  • Harbor Asset Planning left its Invesco AI and Next Gen Software ETF share count unchanged in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up 0.03% of Harbor Asset Planning's portfolio in Q1 2026, its #246 holding.
  • Harbor Asset Planning first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Invesco AI and Next Gen Software ETF position peaked at $34.9K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.