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Kestra Private Wealth Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Kestra Private Wealth Services’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 		$2.25M Buy
38,815
+1,933
+5% +$121K 0.03% 514
2025
Q4 		$2.19M Buy
36,882
+1,720
+5% +$100K 0.03% 515
2025
Q3 		$1.9M Buy
35,162
+331
+1% +$16.9K 0.02% 537
2025
Q2 		$1.71M Buy
34,831
+1,171
+3% +$50.6K 0.02% 545
2025
Q1 		$1.36M Buy
33,660
+6,112
+22% +$278K 0.02% 568
2024
Q4 		$1.25M Sell
27,548
-2,524
-8% -$118K 0.02% 570
2024
Q3 		$1.37M Buy
30,072
+1,955
+7% +$87.4K 0.03% 523
2024
Q2 		$1.34M Buy
+28,117
New +$1.26M 0.03% 489

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JSW
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Ameriprise
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HighTower Advisors
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BMM
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