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SOA Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

SOA Wealth Advisors’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 		$56.1K Sell
539
-10
-2% -$861 0.01% 370
2026
Q1 		$31.9K Sell
549
-21
-4% -$1.31K 0.01% 434
2025
Q4 		$33.9K Buy
570
+237
+71% +$13.8K 0.01% 429
2025
Q3 		$18K Buy
+333
New +$17K ﹤0.01% 534

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

SOA Wealth Advisors's IGPT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 1.8% in Q2 2026, selling an estimated $861 and leaving 539 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #370.

SOA Wealth Advisors first reported a position in IGPT in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • SOA Wealth Advisors held 539 shares of Invesco AI and Next Gen Software ETF worth $56.1K as of Q2 2026.
  • SOA Wealth Advisors sold 10 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $861.
  • Invesco AI and Next Gen Software ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #370 holding.
  • SOA Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.