Janney Montgomery Scott’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Janney Montgomery Scott’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	$277K	Buy	+2,660	New	+$229K	﹤0.01%	2796
2021 Q1	–	Sell	-4,530	Closed	-$232K	–	2312
2020 Q4	$232K	Buy	+4,530	New	+$208K	﹤0.01%	2019
2020 Q3	–	Sell	-5,472	Closed	-$209K	–	2096
2020 Q2	$209K	Buy	+5,472	New	+$188K	﹤0.01%	1815
2019 Q4	–	Sell	-6,600	Closed	-$205K	–	2105
2019 Q3	$205K	Sell	6,600 -393	-6%	-$12.8K	﹤0.01%	1889
2019 Q2	$223K	Sell	6,993 -13,800	-66%	-$433K	﹤0.01%	1840
2019 Q1	$634K	Buy	+20,793	New	+$588K	0.01%	1253

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

Janney Montgomery Scott's IGPT Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,660 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #2796 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IGPT as recently as Q4 2020.

Janney Montgomery Scott first reported a position in IGPT in Q1 2019 and has held it in 6 quarters since. The position peaked at $634K in Q1 2019. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Janney Montgomery Scott held 2,660 shares of Invesco AI and Next Gen Software ETF worth $277K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Janney Montgomery Scott position in Q2 2026.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2796 holding.
Janney Montgomery Scott first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 6 quarters since.
Janney Montgomery Scott's Invesco AI and Next Gen Software ETF position peaked at $634K in Q1 2019.
200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.