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HM Payson & Co’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

HM Payson & Co’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 		$1.04K Hold
10
– – ﹤0.01% 1088
2026
Q1 		$581 Buy
+10
New +$624 ﹤0.01% 1090

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

HM Payson & Co's IGPT Position: Q2 2026 in Review

HM Payson & Co held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 10 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

HM Payson & Co first reported a position in IGPT in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • HM Payson & Co held 10 shares of Invesco AI and Next Gen Software ETF worth $1.04K as of Q2 2026.
  • HM Payson & Co left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1088 holding.
  • HM Payson & Co first reported a position in Invesco AI and Next Gen Software ETF in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.