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

IFG 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
2026 Q2	$97.3K	Buy	935 +895	+2,238%	+$77.1K	﹤0.01%	1093
2026 Q1	$2.32K	Sell	40 -8,735	-100%	-$545K	0.01%	308
2025 Q4	$522K	Sell	8,775 -816	-9%	-$47.4K	0.02%	496
2025 Q3	$518K	Buy	9,591 +2	+0%	+$102	0.02%	488
2025 Q2	$471K	Sell	9,589 -527	-5%	-$22.8K	0.02%	481
2025 Q1	$410K	Buy	10,116 +687	+7%	+$31.3K	0.02%	476
2024 Q4	$426K	Buy	+9,429	New	+$440K	0.02%	450
2019 Q2	–	Sell	-38,139	Closed	-$148K	–	355
2019 Q1	$148K	Sell	38,139 -3,153	-8%	-$89.1K	0.03%	328
2018 Q4	$142K	Buy	41,292 +2,466	+6%	+$62.9K	0.03%	302
2018 Q3	$165K	Sell	38,826 -1,437	-4%	-$39.7K	0.03%	367
2018 Q2	$164K	Buy	+40,263	New	+$999K	0.03%	338

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG Advisory's IGPT Position: Q2 2026 in Review

IFG Advisory increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 2,238% in Q2 2026, buying an estimated $77.1K and bringing the position to 935 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

IFG Advisory first reported a position in IGPT in Q2 2018 and has held it in 11 quarters since. The position peaked at $522K in Q4 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

IFG Advisory held 935 shares of Invesco AI and Next Gen Software ETF worth $97.3K as of Q2 2026.
IFG Advisory bought 895 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $77.1K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1093 holding.
IFG Advisory first reported a position in Invesco AI and Next Gen Software ETF in Q2 2018 and has held it in 11 quarters since.
IFG Advisory's Invesco AI and Next Gen Software ETF position peaked at $522K in Q4 2025.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.