SWM
IGPT icon

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

SeaCrest 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 		$733K Buy
7,039
+877
+14% +$75.5K 0.08% 209
2026
Q1 		$358K Sell
6,162
-1,273
-17% -$79.4K 0.04% 423
2025
Q4 		$466K Hold
7,435
– – 0.05% 344
2025
Q3 		$429K Sell
7,435
-366
-5% -$18.7K 0.05% 348
2025
Q2 		$383K Sell
7,801
-123
-2% -$5.31K 0.04% 388
2025
Q1 		$321K Sell
7,924
-1,135
-13% -$51.7K 0.04% 454
2024
Q4 		$410K Hold
9,059
– – 0.04% 399
2024
Q3 		$412K Hold
9,059
– – 0.04% 396
2024
Q2 		$430K Buy
9,059
+60
+0.7% +$2.69K 0.05% 357
2024
Q1 		$407K Buy
8,999
+8
+0.1% +$339 0.05% 359
2023
Q4 		$334K Sell
8,991
-189
-2% -$6.58K 0.04% 416
2023
Q3 		$298K Sell
9,180
-165
-2% -$5.67K 0.04% 457
2023
Q2 		$335K Hold
9,345
– – 0.04% 436
2023
Q1 		$316K Hold
9,345
– – 0.04% 447
2022
Q4 		$283K Sell
9,345
-681
-7% -$21K 0.04% 462
2022
Q3 		$297K Buy
10,026
+75
+0.8% +$2.45K 0.05% 429
2022
Q2 		$301K Sell
9,951
-999
-9% -$32.7K 0.04% 463
2022
Q1 		$407K Buy
10,950
+243
+2% +$8.9K 0.05% 423
2021
Q4 		$456K Buy
10,707
+240
+2% +$11.4K 0.05% 384
2021
Q3 		$502K Buy
10,467
+27
+0.3% +$1.4K 0.06% 339
2021
Q2 		$574K Buy
10,440
+348
+3% +$18.6K 0.07% 305
2021
Q1 		$524K Sell
10,092
-108
-1% -$5.94K 0.07% 304
2020
Q4 		$523K Sell
10,200
-81
-0.8% -$3.72K 0.07% 284
2020
Q3 		$424K Buy
10,281
+48
+0.5% +$1.93K 0.07% 288
2020
Q2 		$392K Sell
10,233
-1,020
-9% -$35K 0.07% 309
2020
Q1 		$322K Buy
11,253
+1,128
+11% +$36.2K 0.07% 308
2019
Q4 		$337K Buy
+10,125
New +$327K 0.06% 371

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

SeaCrest Wealth Management increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 14% in Q2 2026, buying an estimated $75.5K and bringing the position to 7,039 shares worth $733K. The position accounts for 0.08% of the portfolio, ranked #209.

SeaCrest Wealth Management first reported a position in IGPT in Q4 2019 and has held it in 27 quarters since. 24 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • SeaCrest Wealth Management held 7,039 shares of Invesco AI and Next Gen Software ETF worth $733K as of Q2 2026.
  • SeaCrest Wealth Management bought 877 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $75.5K.
  • Invesco AI and Next Gen Software ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q2 2026, its #209 holding.
  • SeaCrest Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2019 and has held it in 27 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.