NewEdge Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

NewEdge Advisors’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	$536K	Buy	5,152 +4,662	+951%	+$401K	﹤0.01%	2095
2026 Q1	$28.5K	Hold	490	–	–	﹤0.01%	3101
2025 Q4	$29.1K	Hold	490	–	–	﹤0.01%	3136
2025 Q3	$26.5K	Hold	490	–	–	﹤0.01%	3029
2025 Q2	$24.1K	Hold	490	–	–	﹤0.01%	2884
2025 Q1	$19.8K	Sell	490 -4,711	-91%	-$214K	﹤0.01%	2869
2024 Q4	$235K	Buy	5,201 +4,686	+910%	+$219K	﹤0.01%	2007
2024 Q3	$23.4K	Hold	515	–	–	﹤0.01%	2677
2024 Q2	$24.5K	Hold	515	–	–	﹤0.01%	2568
2024 Q1	$23.3K	Hold	515	–	–	﹤0.01%	2583
2023 Q4	$19.9K	Hold	515	–	–	﹤0.01%	2574
2023 Q3	$16.7K	Buy	515 +125	+32%	+$4.3K	﹤0.01%	2425
2023 Q2	$14K	Hold	390	–	–	﹤0.01%	2497
2023 Q1	$13.2K	Sell	390 -1,500	-79%	-$47.9K	﹤0.01%	2489
2022 Q4	$38.6K	Buy	+1,890	New	+$58.4K	﹤0.01%	1834

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NewEdge Advisors's IGPT Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 951% in Q2 2026, buying an estimated $401K and bringing the position to 5,152 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

NewEdge Advisors first reported a position in IGPT in Q4 2022 and has held it in 15 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

NewEdge Advisors held 5,152 shares of Invesco AI and Next Gen Software ETF worth $536K as of Q2 2026.
NewEdge Advisors bought 4,662 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $401K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2095 holding.
NewEdge Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2022 and has held it in 15 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.