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Marshall Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Marshall Investment 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
Q1 		$10.1K Buy
+174
New +$10.9K ﹤0.01% 191
2025
Q2 		– Sell
-274
Closed -$11.1K – 113
2025
Q1 		$11.1K Sell
274
-114,314
-100% -$5.2M 0.01% 163
2024
Q4 		$5.21M Buy
+114,588
New +$5.34M 3.07% 10

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

Marshall Investment Management's IGPT Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q1 2026: 174 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in IGPT as recently as Q1 2025.

Marshall Investment Management first reported a position in IGPT in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.21M in Q4 2024. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Marshall Investment Management held 174 shares of Invesco AI and Next Gen Software ETF worth $10.1K as of Q1 2026.
  • Invesco AI and Next Gen Software ETF was a new Marshall Investment Management position in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #191 holding.
  • Marshall Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Invesco AI and Next Gen Software ETF position peaked at $5.21M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.