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Register Financial Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Register Financial Advisors’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 		$20.8K Hold
200
– – 0.01% 346
2026
Q1 		$11.6K Hold
200
– – ﹤0.01% 337
2025
Q4 		$11.9K Sell
200
-130
-39% -$7.56K ﹤0.01% 312
2025
Q3 		$17.8K Hold
330
– – 0.01% 293
2025
Q2 		$16.2K Sell
330
-100
-23% -$4.32K 0.01% 291
2025
Q1 		$17.4K Hold
430
– – 0.01% 261
2024
Q4 		$19.4K Buy
430
+200
+87% +$9.33K 0.01% 253
2024
Q3 		$10.5K Hold
230
– – 0.01% 264
2024
Q2 		$10.9K Buy
+230
New +$10.3K 0.01% 523

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