SWM
IGPT icon

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

Sherman 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 		$239K Buy
+2,296
New +$198K 0.18% 79

Other funds holding IGPT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sherman Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,296 shares worth $239K. The stake represents 0.18% of the portfolio and ranks #79 among its holdings.

122 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Sherman Wealth Management held 2,296 shares of Invesco AI and Next Gen Software ETF worth $239K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Sherman Wealth Management position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.18% of Sherman Wealth Management's portfolio in Q2 2026, its #79 holding.
  • 122 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

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