Howard Financial Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$649K Hold
6,384
– – 0.07% 116
2026
Q2
$665K Buy
+6,384
New +$550K 0.07% 117

Other funds holding IGPT

Howard Financial Services's IGPT Position: Q3 2026 in Review

Howard Financial Services held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q3 2026 at 6,384 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #116.

Howard Financial Services first reported a position in IGPT in Q2 2026 and has held it in 2 quarters since. The position peaked at $665K in Q2 2026. 51 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

  • Howard Financial Services held 6,384 shares of Invesco AI and Next Gen Software ETF worth $649K as of Q3 2026.
  • Howard Financial Services left its Invesco AI and Next Gen Software ETF share count unchanged in Q3 2026.
  • Invesco AI and Next Gen Software ETF made up 0.07% of Howard Financial Services's portfolio in Q3 2026, its #116 holding.
  • Howard Financial Services first reported a position in Invesco AI and Next Gen Software ETF in Q2 2026 and has held it in 2 quarters since.
  • Howard Financial Services's Invesco AI and Next Gen Software ETF position peaked at $665K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.