Prospera Financial Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Prospera Financial Services’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	$551K	Buy	+5,291	New	+$456K	0.01%	998
2026 Q1	–	Sell	-4,319	Closed	-$257K	–	1461
2025 Q4	$257K	Sell	4,319 -991	-19%	-$57.6K	﹤0.01%	1201
2025 Q3	$287K	Hold	5,310	–	–	﹤0.01%	1156
2025 Q2	$261K	Buy	+5,310	New	+$229K	﹤0.01%	1161
2022 Q2	–	Sell	-2,100	Closed	-$78K	–	2092
2022 Q1	$78K	Buy	+2,100	New	+$76.9K	﹤0.01%	1195

Other funds holding IGPT

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Prospera Financial Services's IGPT Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 5,291 shares worth $551K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in IGPT as recently as Q4 2025.

Prospera Financial Services first reported a position in IGPT in Q1 2022 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Prospera Financial Services held 5,291 shares of Invesco AI and Next Gen Software ETF worth $551K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Prospera Financial Services position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #998 holding.
Prospera Financial Services first reported a position in Invesco AI and Next Gen Software ETF in Q1 2022 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.