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MAI Capital Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

MAI Capital 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 		– Sell
-836
Closed -$48.5K – 3330
2026
Q1 		$48.5K Hold
836
– – ﹤0.01% 2248
2025
Q4 		$49.7K Buy
+836
New +$48.6K ﹤0.01% 2014

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

MAI Capital Management's IGPT Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026, closing a stake of 836 shares — an estimated $48.5K sold.

MAI Capital Management first reported a position in IGPT in Q4 2025 and held it in 2 quarters. The position peaked at $49.7K in Q4 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 836 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $48.5K.
  • MAI Capital Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Invesco AI and Next Gen Software ETF position peaked at $49.7K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.