SAG
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SageView Advisory Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,270
Closed -$75.6K – 1440
2025
Q4 		$75.6K Buy
+1,270
New +$73.8K ﹤0.01% 918

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SageView Advisory Group's IGPT Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2026, closing a stake of 1,270 shares — an estimated $75.6K sold.

SageView Advisory Group first reported a position in IGPT in Q4 2025 and held it in 1 quarter. The position peaked at $75.6K in Q4 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,270 Invesco AI and Next Gen Software ETF shares in Q1 2026, an estimated $75.6K.
  • SageView Advisory Group first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco AI and Next Gen Software ETF position peaked at $75.6K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.