IFWM
IGPT icon

Institute for Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Institute for 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 		$125K Buy
+1,200
New +$103K 0.01% 631
2020
Q1 		– Sell
-1,200
Closed -$40K – 515
2019
Q4 		$40K Buy
+1,200
New +$38.7K 0.01% 521

Other funds holding IGPT

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
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Institute for Wealth Management's IGPT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 1,200 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IGPT as recently as Q4 2019.

Institute for Wealth Management first reported a position in IGPT in Q4 2019 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Institute for Wealth Management held 1,200 shares of Invesco AI and Next Gen Software ETF worth $125K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #631 holding.
  • Institute for Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.