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Harbor Investment Advisory’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Harbor Investment Advisory’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
2025
Q3 		– Sell
-48
Closed -$2.36K – 1197
2025
Q2 		$2.36K Hold
48
– – ﹤0.01% 1074
2025
Q1 		$1.94K Buy
+48
New +$2.19K ﹤0.01% 1077
2021
Q2 		– Sell
-39
Closed -$2K – 1284
2021
Q1 		$2K Buy
+39
New +$2.15K ﹤0.01% 1174

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
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
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbor Investment Advisory's IGPT Position: Q3 2025 in Review

Harbor Investment Advisory sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2025, closing a stake of 48 shares — an estimated $2.36K sold.

Harbor Investment Advisory first reported a position in IGPT in Q1 2021 and held it in 3 quarters. The position peaked at $2.36K in Q2 2025. 118 funds tracked by Wall St. Rank hold IGPT as of Q3 2025.

  • Harbor Investment Advisory reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 48 Invesco AI and Next Gen Software ETF shares in Q3 2025, an estimated $2.36K.
  • Harbor Investment Advisory first reported a position in Invesco AI and Next Gen Software ETF in Q1 2021 and held it in 3 quarters.
  • Harbor Investment Advisory's Invesco AI and Next Gen Software ETF position peaked at $2.36K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.