MML Investors Services
IGPT icon

MML Investors Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

MML Investors Services’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 		$749K Buy
12,891
+1,689
+15% +$105K ﹤0.01% 1961
2025
Q4 		$666K Buy
11,202
+650
+6% +$37.8K ﹤0.01% 2061
2025
Q3 		$570K Buy
10,552
+965
+10% +$49.3K ﹤0.01% 2079
2025
Q2 		$471K Buy
9,587
+1,358
+17% +$58.7K ﹤0.01% 2131
2025
Q1 		$333K Buy
8,229
+1,671
+25% +$76.1K ﹤0.01% 2248
2024
Q4 		$297K Buy
6,558
+754
+13% +$35.2K ﹤0.01% 2269
2024
Q3 		$264K Buy
5,804
+667
+13% +$29.8K ﹤0.01% 2263
2024
Q2 		$244K Buy
+5,137
New +$230K ﹤0.01% 2225
2022
Q2 		– Sell
-7,629
Closed -$284K – 2085
2022
Q1 		$284K Sell
7,629
-1,623
-18% -$59.5K ﹤0.01% 1761
2021
Q4 		$394K Sell
9,252
-1,635
-15% -$78K ﹤0.01% 1546
2021
Q3 		$522K Buy
10,887
+1,449
+15% +$75K ﹤0.01% 1324
2021
Q2 		$519K Buy
9,438
+510
+6% +$27.3K ﹤0.01% 1309
2021
Q1 		$464K Buy
8,928
+444
+5% +$24.4K ﹤0.01% 1301
2020
Q4 		$435K Buy
8,484
+15
+0.2% +$690 ﹤0.01% 1225
2020
Q3 		$349K Sell
8,469
-9,891
-54% -$399K ﹤0.01% 1211
2020
Q2 		$703K Buy
18,360
+3,585
+24% +$123K 0.01% 868
2020
Q1 		$422K Sell
14,775
-297
-2% -$9.54K 0.01% 949
2019
Q4 		$501K Sell
15,072
-1,416
-9% -$45.7K 0.01% 1008
2019
Q3 		$512K Buy
16,488
+5,265
+47% +$172K 0.01% 931
2019
Q2 		$359K Buy
11,223
+2,982
+36% +$93.5K 0.01% 1187
2019
Q1 		$251K Buy
+8,241
New +$233K ﹤0.01% 1357

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

MML Investors Services's IGPT Position: Q1 2026 in Review

MML Investors Services increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 15% in Q1 2026, buying an estimated $105K and bringing the position to 12,891 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

MML Investors Services first reported a position in IGPT in Q1 2019 and has held it in 21 quarters since. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • MML Investors Services held 12,891 shares of Invesco AI and Next Gen Software ETF worth $749K as of Q1 2026.
  • MML Investors Services bought 1,689 Invesco AI and Next Gen Software ETF shares in Q1 2026, an estimated $105K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1961 holding.
  • MML Investors Services first reported a position in Invesco AI and Next Gen Software ETF in Q1 2019 and has held it in 21 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.