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

Jackson 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 		– Sell
-4,090
Closed -$237K – 98
2026
Q1 		$237K Hold
4,090
– – 0.02% 134
2025
Q4 		$243K Buy
+4,090
New +$238K 0.02% 132

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jackson Wealth Management's IGPT Position: Q2 2026 in Review

Jackson Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026, closing a stake of 4,090 shares — an estimated $237K sold.

Jackson Wealth Management first reported a position in IGPT in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Jackson Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 4,090 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $237K.
  • Jackson Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and held it in 2 quarters.
  • Jackson Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $243K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.