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

Platform 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
2025 Q4	$208K	Buy	+1,875	New	+$109K	0.06%	60

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Platform Wealth Management's IGPT Position: Q4 2025 in Review

Platform Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q4 2025: 1,875 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #60 among its holdings.

148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

Platform Wealth Management held 1,875 shares of Invesco AI and Next Gen Software ETF worth $208K as of Q4 2025.
Invesco AI and Next Gen Software ETF was a new Platform Wealth Management position in Q4 2025.
Invesco AI and Next Gen Software ETF made up 0.06% of Platform Wealth Management's portfolio in Q4 2025, its #60 holding.
148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on Platform Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.