Independent Financial Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Independent Financial Group’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	$1.27M	Buy	12,200 +8,293	+212%	+$714K	0.02%	599
2026 Q1	$227K	Buy	3,907 +467	+14%	+$29.1K	0.01%	1320
2025 Q4	$205K	Buy	+3,440	New	+$200K	﹤0.01%	1337
2021 Q1	–	Sell	-8,688	Closed	-$445K	–	655
2020 Q4	$445K	Buy	8,688 +360	+4%	+$16.6K	0.07%	329
2020 Q3	$343K	Sell	8,328 -717	-8%	-$28.9K	0.06%	321
2020 Q2	$346K	Sell	9,045 -723	-7%	-$24.8K	0.08%	285
2020 Q1	$279K	Buy	+9,768	New	+$314K	0.08%	268

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

Independent Financial Group's IGPT Position: Q2 2026 in Review

Independent Financial Group increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 212% in Q2 2026, buying an estimated $714K and bringing the position to 12,200 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #599.

Independent Financial Group first reported a position in IGPT in Q1 2020 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Independent Financial Group held 12,200 shares of Invesco AI and Next Gen Software ETF worth $1.27M as of Q2 2026.
Independent Financial Group bought 8,293 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $714K.
Invesco AI and Next Gen Software ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #599 holding.
Independent Financial Group first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.