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
2025 Q4	$75.6K	Buy	+1,270	New	+$73.8K	﹤0.01%	918

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SageView Advisory Group's IGPT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q4 2025: 1,270 shares worth $75.6K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

SageView Advisory Group held 1,270 shares of Invesco AI and Next Gen Software ETF worth $75.6K as of Q4 2025.
Invesco AI and Next Gen Software ETF was a new SageView Advisory Group position in Q4 2025.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #918 holding.
148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.