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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
Q2 		$4.1K Hold
39
– – ﹤0.01% 1208
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

SHP Wealth Management held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 39 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

SHP Wealth Management first reported a position in IGPT in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • SHP Wealth Management held 39 shares of Invesco AI and Next Gen Software ETF worth $4.1K as of Q2 2026.
  • SHP Wealth Management left its Invesco AI and Next Gen Software ETF share count unchanged in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1208 holding.
  • SHP Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.