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

Kingsview 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 		$3.5M Buy
33,597
+7,478
+29% +$644K 0.04% 425
2026
Q1 		$1.52M Sell
26,119
-311
-1% -$19.4K 0.02% 564
2025
Q4 		$1.57M Buy
26,430
+2,206
+9% +$128K 0.02% 528
2025
Q3 		$1.31M Sell
24,224
-1,764
-7% -$90.2K 0.02% 543
2025
Q2 		$1.28M Sell
25,988
-2,587
-9% -$112K 0.02% 524
2025
Q1 		$1.16M Sell
28,575
-2,477
-8% -$113K 0.02% 511
2024
Q4 		$1.4M Sell
31,052
-3,842
-11% -$179K 0.03% 471
2024
Q3 		$1.59M Buy
34,894
+12,124
+53% +$542K 0.03% 426
2024
Q2 		$1.08M Buy
+22,770
New +$1.02M 0.03% 493
2024
Q1 		– Sell
-5,337
Closed -$206K – 1038
2023
Q4 		$206K Sell
5,337
-3,363
-39% -$117K 0.01% 895
2023
Q3 		$282K Sell
8,700
-564
-6% -$19.4K 0.01% 770
2023
Q2 		$333K Buy
+9,264
New +$314K 0.01% 714
2020
Q3 		– Sell
-9,060
Closed -$347K – 672
2020
Q2 		$347K Hold
9,060
– – 0.03% 414
2020
Q1 		$259K Buy
9,060
+1,260
+16% +$40.5K 0.04% 383
2019
Q4 		$259K Hold
7,800
– – 0.03% 393
2019
Q3 		$242K Hold
7,800
– – 0.04% 371
2019
Q2 		$249K Buy
7,800
+300
+4% +$9.4K 0.04% 359
2019
Q1 		$229K Buy
+7,500
New +$212K 0.03% 401

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

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

Kingsview Wealth Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 29% in Q2 2026, buying an estimated $644K and bringing the position to 33,597 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #425.

Kingsview Wealth Management first reported a position in IGPT in Q1 2019 and has held it in 18 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Kingsview Wealth Management held 33,597 shares of Invesco AI and Next Gen Software ETF worth $3.5M as of Q2 2026.
  • Kingsview Wealth Management bought 7,478 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $644K.
  • Invesco AI and Next Gen Software ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Kingsview Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 18 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.