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IGPT icon

&Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

&Partners’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 		$314K Buy
+3,017
New +$260K ﹤0.01% 2111
2026
Q1 		– Sell
-15,025
Closed -$894K – 2439
2025
Q4 		$894K Sell
15,025
-1,534
-9% -$89.2K ﹤0.01% 1290
2025
Q3 		$893K Buy
16,559
+1,659
+11% +$84.8K 0.01% 1141
2025
Q2 		$752K Buy
+14,900
New +$644K 0.01% 1134

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

&Partners's IGPT Position: Q2 2026 in Review

&Partners opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 3,017 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings. This is a return to the name: &Partners previously reported a position in IGPT as recently as Q4 2025.

&Partners first reported a position in IGPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $894K in Q4 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • &Partners held 3,017 shares of Invesco AI and Next Gen Software ETF worth $314K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new &Partners position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2111 holding.
  • &Partners first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Invesco AI and Next Gen Software ETF position peaked at $894K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.