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

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return