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Pension & Wealth Management Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Pension & Wealth Management 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 		$10.4K Buy
+100
New +$8.61K ﹤0.01% 441

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 $103B AUM 28.65% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pension & Wealth Management Advisors's IGPT Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 100 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

191 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Pension & Wealth Management Advisors held 100 shares of Invesco AI and Next Gen Software ETF worth $10.4K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #441 holding.
  • 191 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.