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

Marshall Wace’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 		$4.93M Buy
+47,358
New +$4.08M ﹤0.01% 1382
2020
Q2 		– Sell
-4,389
Closed -$125K – 1741
2020
Q1 		$125K Buy
+4,389
New +$141K ﹤0.01% 1280
2019
Q2 		– Sell
-6,402
Closed -$195K – 1564
2019
Q1 		$195K Buy
+6,402
New +$181K ﹤0.01% 1337

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
Berkshire Money Management
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

Marshall Wace's IGPT Position: Q2 2026 in Review

Marshall Wace opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 47,358 shares worth $4.93M. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IGPT as recently as Q1 2020.

Marshall Wace first reported a position in IGPT in Q1 2019 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Marshall Wace held 47,358 shares of Invesco AI and Next Gen Software ETF worth $4.93M as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Marshall Wace position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1382 holding.
  • Marshall Wace first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.