RWM
IGPT icon

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

Redstone 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
2026
Q2 		– Sell
-6,890
Closed -$400K – 37
2026
Q1 		$400K Sell
6,890
-262
-4% -$16.3K 0.32% 32
2025
Q4 		$425K Buy
+7,152
New +$416K 0.34% 30

Other funds holding IGPT

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Redstone Wealth Management's IGPT Position: Q2 2026 in Review

Redstone Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026, closing a stake of 6,890 shares — an estimated $400K sold.

Redstone Wealth Management first reported a position in IGPT in Q4 2025 and held it in 2 quarters. The position peaked at $425K in Q4 2025. 24 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Redstone Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q2 2026 after selling out during the quarter.
  • Redstone Wealth Management sold 6,890 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $400K.
  • Redstone Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and held it in 2 quarters.
  • Redstone Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $425K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Redstone Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.