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Sound Income Strategies’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Sound Income Strategies’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 		$312K Sell
2,997
-57
-2% -$4.91K 0.01% 370
2026
Q1 		$182K Hold
3,054
– – 0.01% 443
2025
Q4 		$191K Buy
+3,054
New +$178K 0.01% 431

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Sound Income Strategies's IGPT Position: Q2 2026 in Review

Sound Income Strategies reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 1.9% in Q2 2026, selling an estimated $4.91K and leaving 2,997 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #370.

Sound Income Strategies first reported a position in IGPT in Q4 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Sound Income Strategies held 2,997 shares of Invesco AI and Next Gen Software ETF worth $312K as of Q2 2026.
  • Sound Income Strategies sold 57 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $4.91K.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #370 holding.
  • Sound Income Strategies first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.