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Principal Securities’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Principal Securities’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 		– Sell
-96
Closed -$5.19K – 2389
2025
Q3 		$5.19K Buy
96
+14
+17% +$716 ﹤0.01% 2954
2025
Q2 		$4.03K Buy
+82
New +$3.54K ﹤0.01% 2927
2024
Q1 		– Sell
-450
Closed -$17.4K – 3356
2023
Q4 		$17.4K Buy
+450
New +$15.7K ﹤0.01% 1994

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Principal Securities's IGPT Position: Q4 2025 in Review

Principal Securities sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q4 2025, closing a stake of 96 shares — an estimated $5.19K sold.

Principal Securities first reported a position in IGPT in Q4 2023 and held it in 3 quarters. The position peaked at $17.4K in Q4 2023. 148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

  • Principal Securities reported no remaining Invesco AI and Next Gen Software ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 96 Invesco AI and Next Gen Software ETF shares in Q4 2025, an estimated $5.19K.
  • Principal Securities first reported a position in Invesco AI and Next Gen Software ETF in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Invesco AI and Next Gen Software ETF position peaked at $17.4K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.