MinichMacGregor Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

MinichMacGregor Wealth 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 Q3	–	Sell	-3,633	Closed	-$378K	–	166
2026 Q2	$378K	Buy	+3,633	New	+$313K	0.06%	97
2021 Q2	–	Sell	-7,785	Closed	-$404K	–	83
2021 Q1	$404K	Buy	7,785 +2,358	+43%	+$130K	0.15%	58
2020 Q4	$278K	Buy	+5,427	New	+$249K	0.11%	65
2018 Q4	–	Sell	-4,665	Closed	-$133K	–	278
2018 Q3	$133K	Buy	4,665 +4,446	+2,030%	+$123K	0.09%	65
2018 Q2	$5K	Buy	+219	New	+$5.44K	﹤0.01%	375

Other funds holding IGPT

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

MinichMacGregor Wealth Management's IGPT Position: Q3 2026 in Review

MinichMacGregor Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2026, closing a stake of 3,633 shares — an estimated $378K sold.

MinichMacGregor Wealth Management first reported a position in IGPT in Q2 2018 and held it in 5 quarters. The position peaked at $404K in Q1 2021. 46 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

MinichMacGregor Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3,633 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $378K.
MinichMacGregor Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2018 and held it in 5 quarters.
MinichMacGregor Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $404K in Q1 2021.
46 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.