MWM
IGPT icon

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
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 +$5.43K ﹤0.01% 375

Other funds holding IGPT

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MinichMacGregor Wealth Management's IGPT Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 3,633 shares worth $378K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in IGPT as recently as Q1 2021.

MinichMacGregor Wealth Management first reported a position in IGPT in Q2 2018 and has held it in 5 quarters since. The position peaked at $404K in Q1 2021. 42 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • MinichMacGregor Wealth Management held 3,633 shares of Invesco AI and Next Gen Software ETF worth $378K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #97 holding.
  • MinichMacGregor Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2018 and has held it in 5 quarters since.
  • MinichMacGregor Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $404K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.