LRI Investments’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

LRI Investments’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	$401K	Hold	3,855	–	–	0.03%	213
2026 Q1	$224K	Hold	3,855	–	–	0.02%	272
2025 Q4	$229K	Hold	3,855	–	–	0.02%	260
2025 Q3	$208K	Hold	3,855	–	–	0.02%	287
2025 Q2	$189K	Hold	3,855	–	–	0.02%	297
2025 Q1	$156K	Hold	3,855	–	–	0.02%	307
2024 Q4	$174K	Hold	3,855	–	–	0.02%	301
2024 Q3	$181K	Buy	+3,855	New	+$172K	0.02%	302

Other funds holding IGPT

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return