Mariner
IGPT icon

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

Mariner’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 		$2.41M Buy
41,527
+35,841
+630% +$2.24M ﹤0.01% 1430
2025
Q4 		$338K Sell
5,686
-6
-0.1% -$349 ﹤0.01% 2740
2025
Q3 		$308K Buy
5,692
+750
+15% +$38.3K ﹤0.01% 2786
2025
Q2 		$243K Buy
+4,942
New +$214K ﹤0.01% 2905
2024
Q4 		– Sell
-4,814
Closed -$219K – 3446
2024
Q3 		$219K Buy
4,814
+201
+4% +$8.98K ﹤0.01% 2866
2024
Q2 		$219K Sell
4,613
-46
-1% -$2.06K ﹤0.01% 2720
2024
Q1 		$211K Buy
+4,659
New +$197K ﹤0.01% 2724
2022
Q4 		– Sell
-9,318
Closed -$276K – 2784
2022
Q3 		$276K Buy
+9,318
New +$304K ﹤0.01% 1834

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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