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Indiana Trust & Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Indiana Trust & Investment 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 		$74.4K Hold
715
– – 0.02% 263
2026
Q1 		$41.5K Hold
715
– – 0.01% 305
2025
Q4 		$42.5K Buy
+715
New +$41.6K 0.01% 298

Other funds holding IGPT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Indiana Trust & Investment Management's IGPT Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 715 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #263.

Indiana Trust & Investment Management first reported a position in IGPT in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Indiana Trust & Investment Management held 715 shares of Invesco AI and Next Gen Software ETF worth $74.4K as of Q2 2026.
  • Indiana Trust & Investment Management left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #263 holding.
  • Indiana Trust & Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.