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

OneDigital Investment 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 Q1	$201K	Buy	+3,470	New	+$216K	﹤0.01%	1399

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

OneDigital Investment Advisors's IGPT Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q1 2026: 3,470 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

OneDigital Investment Advisors held 3,470 shares of Invesco AI and Next Gen Software ETF worth $201K as of Q1 2026.
Invesco AI and Next Gen Software ETF was a new OneDigital Investment Advisors position in Q1 2026.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1399 holding.
146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.