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

National Wealth Management Group’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 		$435K Buy
+4,176
New +$360K 0.13% 134

Other funds holding IGPT

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

National Wealth Management Group's IGPT Position: Q2 2026 in Review

National Wealth Management Group opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 4,176 shares worth $435K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings.

47 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • National Wealth Management Group held 4,176 shares of Invesco AI and Next Gen Software ETF worth $435K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new National Wealth Management Group position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #134 holding.
  • 47 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.