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

SHP 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
Q1 		$2.29K Hold
39
– – ﹤0.01% 1253
2025
Q4 		$2.34K Buy
+39
New +$2.27K ﹤0.01% 1104

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SHP Wealth Management's IGPT Position: Q1 2026 in Review

SHP Wealth Management held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 39 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

SHP Wealth Management first reported a position in IGPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.34K in Q4 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • SHP Wealth Management held 39 shares of Invesco AI and Next Gen Software ETF worth $2.29K as of Q1 2026.
  • SHP Wealth Management left its Invesco AI and Next Gen Software ETF share count unchanged in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1253 holding.
  • SHP Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $2.34K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.