Northwestern Mutual Wealth Management
IGPT icon

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

Northwestern Mutual 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 		$1.66M Buy
15,993
+5,478
+52% +$472K ﹤0.01% 1228
2026
Q1 		$611K Buy
10,515
+1,418
+16% +$88.4K ﹤0.01% 1496
2025
Q4 		$541K Sell
9,097
-2,679
-23% -$156K ﹤0.01% 1502
2025
Q3 		$636K Buy
11,776
+2,672
+29% +$137K ﹤0.01% 1386
2025
Q2 		$447K Sell
9,104
-482
-5% -$20.8K ﹤0.01% 1427
2025
Q1 		$388K Buy
9,586
+1,300
+16% +$59.2K ﹤0.01% 1426
2024
Q4 		$375K Buy
8,286
+981
+13% +$45.7K ﹤0.01% 1418
2024
Q3 		$332K Buy
7,305
+6,944
+1,924% +$310K ﹤0.01% 1453
2024
Q2 		$17.1K Buy
+361
New +$16.2K ﹤0.01% 2445
2023
Q3 		– Sell
-21,225
Closed -$762K – 3412
2023
Q2 		$762K Sell
21,225
-6,090
-22% -$206K ﹤0.01% 1030
2023
Q1 		$924K Buy
27,315
+2,739
+11% +$87.5K ﹤0.01% 915
2022
Q4 		$745K Buy
24,576
+2,562
+12% +$79.2K ﹤0.01% 961
2022
Q3 		$651K Buy
22,014
+1,680
+8% +$54.9K ﹤0.01% 953
2022
Q2 		$615K Buy
20,334
+585
+3% +$19.1K ﹤0.01% 971
2022
Q1 		$735K Buy
19,749
+6,294
+47% +$231K ﹤0.01% 949
2021
Q4 		$573K Buy
13,455
+1,713
+15% +$81.7K ﹤0.01% 1021
2021
Q3 		$563K Buy
11,742
+1,740
+17% +$90.1K ﹤0.01% 942
2021
Q2 		$549K Buy
10,002
+1,362
+16% +$73K ﹤0.01% 948
2021
Q1 		$450K Buy
8,640
+2,514
+41% +$138K ﹤0.01% 956
2020
Q4 		$314K Buy
6,126
+960
+19% +$44.1K ﹤0.01% 987
2020
Q3 		$213K Buy
5,166
+3,711
+255% +$150K ﹤0.01% 1005
2020
Q2 		$56K Buy
+1,455
New +$49.9K ﹤0.01% 1411
2019
Q3 		– Sell
-1,560
Closed -$50K – 2570
2019
Q2 		$50K Buy
1,560
+153
+11% +$4.8K ﹤0.01% 1382
2019
Q1 		$43K Buy
+1,407
New +$39.8K ﹤0.01% 1418
2018
Q3 		– Sell
-300
Closed -$8K – 2537
2018
Q2 		$8K Buy
+300
New +$7.45K ﹤0.01% 1889
2016
Q4 		– Sell
-1,740
Closed -$28K – 2434
2016
Q3 		$28K Buy
+1,740
New +$27.4K ﹤0.01% 1138

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's IGPT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 52% in Q2 2026, buying an estimated $472K and bringing the position to 15,993 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Northwestern Mutual Wealth Management first reported a position in IGPT in Q3 2016 and has held it in 26 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 15,993 shares of Invesco AI and Next Gen Software ETF worth $1.66M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 5,478 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $472K.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q3 2016 and has held it in 26 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.