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 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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFP Advisors's IGPT Position: Q2 2026 in Review

IFP Advisors increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 9.1% in Q2 2026, buying an estimated $5.17K and bringing the position to 722 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

IFP Advisors first reported a position in IGPT in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2019. 82 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

IFP Advisors held 722 shares of Invesco AI and Next Gen Software ETF worth $75.2K as of Q2 2026.
IFP Advisors bought 60 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $5.17K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2161 holding.
IFP Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and has held it in 10 quarters since.
IFP Advisors's Invesco AI and Next Gen Software ETF position peaked at $1.84M in Q3 2019.
82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.