Novem Group
IGPT icon

Novem Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Novem 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
Q3 		$473K Sell
4,653
-199
-4% -$18.7K 0.05% 287
2026
Q2 		$505K Buy
4,852
+892
+23% +$76.8K 0.05% 277
2026
Q1 		$230K Buy
+3,960
New +$247K 0.03% 387

Other funds holding IGPT

StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Novem Group's IGPT Position: Q3 2026 in Review

Novem Group reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 4.1% in Q3 2026, selling an estimated $18.7K and leaving 4,653 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #287.

Novem Group first reported a position in IGPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $505K in Q2 2026. 88 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

  • Novem Group held 4,653 shares of Invesco AI and Next Gen Software ETF worth $473K as of Q3 2026.
  • Novem Group sold 199 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $18.7K.
  • Invesco AI and Next Gen Software ETF made up 0.05% of Novem Group's portfolio in Q3 2026, its #287 holding.
  • Novem Group first reported a position in Invesco AI and Next Gen Software ETF in Q1 2026 and has held it in 3 quarters since.
  • Novem Group's Invesco AI and Next Gen Software ETF position peaked at $505K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.