IFP Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

IFP Advisors’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 Q3	$55.9K	Sell	550 -172	-24%	-$16.2K	﹤0.01%	2327
2026 Q2	$75.2K	Buy	722 +60	+9%	+$5.17K	﹤0.01%	2161
2026 Q1	$38.4K	Buy	+662	New	+$41.3K	﹤0.01%	2393
2024 Q4	–	Sell	-500	Closed	-$22.8K	–	4630
2024 Q3	$22.8K	Hold	500	–	–	﹤0.01%	2098
2024 Q2	$23.7K	Hold	500	–	–	﹤0.01%	2008
2024 Q1	$22.6K	Buy	+500	New	+$21.2K	﹤0.01%	1911
2019 Q4	–	Sell	-60,354	Closed	-$1.95M	–	2970
2019 Q3	$1.84M	Buy	+60,354	New	+$1.97M	0.12%	184
2018 Q4	–	Sell	-3,144	Closed	-$91K	–	3692
2018 Q3	$91K	Buy	3,144 +1,614	+105%	+$44.6K	﹤0.01%	1537
2018 Q2	$39K	Hold	1,530	–	–	﹤0.01%	2070
2018 Q1	$32K	Hold	1,530	–	–	﹤0.01%	2068
2017 Q4	$32K	Buy	+1,530	New	+$32.8K	﹤0.01%	2093

Other funds holding IGPT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

IFP Advisors's IGPT Position: Q3 2026 in Review

IFP Advisors reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 24% in Q3 2026, selling an estimated $16.2K and leaving 550 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

IFP Advisors first reported a position in IGPT in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.84M in Q3 2019. 62 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

IFP Advisors held 550 shares of Invesco AI and Next Gen Software ETF worth $55.9K as of Q3 2026.
IFP Advisors sold 172 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $16.2K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2327 holding.
IFP Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and has held it in 11 quarters since.
IFP Advisors's Invesco AI and Next Gen Software ETF position peaked at $1.84M in Q3 2019.
62 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.