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 Q2	$2.69M	Buy	25,866 +263	+1%	+$22.6K	2.58%	8
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 $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

Indie Asset Partners's IGPT Position: Q2 2026 in Review

Indie Asset Partners increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 1% in Q2 2026, buying an estimated $22.6K and bringing the position to 25,866 shares worth $2.69M. The position accounts for 2.58% of the portfolio, ranked #8.

Indie Asset Partners first reported a position in IGPT in Q1 2024 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Indie Asset Partners held 25,866 shares of Invesco AI and Next Gen Software ETF worth $2.69M as of Q2 2026.
Indie Asset Partners bought 263 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $22.6K.
Invesco AI and Next Gen Software ETF made up 2.58% of Indie Asset Partners's portfolio in Q2 2026, its #8 holding.
Indie Asset Partners first reported a position in Invesco AI and Next Gen Software ETF in Q1 2024 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.