IWM
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IHT Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

IHT Wealth Management’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 		$261K Buy
+2,511
New +$216K 0.01% 1066
2025
Q3 		– Sell
-5,863
Closed -$288K – 1198
2025
Q2 		$288K Buy
+5,863
New +$253K 0.01% 906
2025
Q1 		– Sell
-5,394
Closed -$244K – 1111
2024
Q4 		$244K Sell
5,394
-813
-13% -$37.9K 0.01% 937
2024
Q3 		$282K Buy
6,207
+332
+6% +$14.8K 0.01% 934
2024
Q2 		$279K Sell
5,875
-2,085
-26% -$93.4K 0.01% 821
2024
Q1 		$360K Sell
7,960
-1,191
-13% -$50.4K 0.01% 732
2023
Q4 		$353K Sell
9,151
-165
-2% -$5.74K 0.02% 704
2023
Q3 		$302K Sell
9,316
-194
-2% -$6.67K 0.02% 729
2023
Q2 		$341K Buy
9,510
+150
+2% +$5.08K 0.02% 675
2023
Q1 		$317K Buy
+9,360
New +$299K 0.02% 681
2021
Q4 		– Sell
-8,406
Closed -$403K – 828
2021
Q3 		$403K Sell
8,406
-27
-0.3% -$1.4K 0.03% 500
2021
Q2 		$463K Sell
8,433
-1,524
-15% -$81.7K 0.03% 553
2021
Q1 		$517K Buy
9,957
+36
+0.4% +$1.98K 0.04% 451
2020
Q4 		$509K Sell
9,921
-15
-0.2% -$690 0.04% 402
2020
Q3 		$410K Buy
9,936
+2,184
+28% +$88K 0.04% 393
2020
Q2 		$297K Buy
+7,752
New +$266K 0.04% 417

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

IHT Wealth Management's IGPT Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,511 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in IGPT as recently as Q2 2025.

IHT Wealth Management first reported a position in IGPT in Q2 2020 and has held it in 16 quarters since. The position peaked at $517K in Q1 2021. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • IHT Wealth Management held 2,511 shares of Invesco AI and Next Gen Software ETF worth $261K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new IHT Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1066 holding.
  • IHT Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2020 and has held it in 16 quarters since.
  • IHT Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $517K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.