Indie Asset Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Indie Asset Partners’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 Q1	$1.49M	Sell	25,603 -559	-2%	-$34.9K	1.69%	15
2025 Q4	$1.56M	Sell	26,162 -1,560	-6%	-$90.7K	1.73%	15
2025 Q3	$1.5M	Sell	27,722 -890	-3%	-$45.5K	1.99%	13
2025 Q2	$1.41M	Sell	28,612 -4,698	-14%	-$203K	2.56%	11
2025 Q1	$1.35M	Buy	33,310 +1,205	+4%	+$54.8K	1.17%	13
2024 Q4	$1.45M	Buy	32,105 +57	+0.2%	+$2.66K	1.14%	15
2024 Q3	$1.46M	Buy	32,048 +8,680	+37%	+$388K	1.09%	13
2024 Q2	$1.11M	Buy	23,368 +16,930	+263%	+$758K	0.88%	17
2024 Q1	$291K	Buy	+6,438	New	+$272K	0.26%	63

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return