Regatta Research & Money Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Regatta Research & Money 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	$209K	Buy	+2,008	New	+$173K	0.2%	105

Other funds holding IGPT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Regatta Research & Money Management's IGPT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,008 shares worth $209K. The stake represents 0.2% of the portfolio and ranks #105 among its holdings.

152 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Regatta Research & Money Management held 2,008 shares of Invesco AI and Next Gen Software ETF worth $209K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.2% of Regatta Research & Money Management's portfolio in Q2 2026, its #105 holding.
152 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.