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Stephens Consulting’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Stephens Consulting’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
2025
Q4 		$1.25K Hold
21
– – ﹤0.01% 379
2025
Q3 		$1.14K Hold
21
– – ﹤0.01% 354
2025
Q2 		$1.03K Hold
21
– – ﹤0.01% 655
2025
Q1 		$851 Buy
+21
New +$956 ﹤0.01% 722

Other funds holding IGPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stephens Consulting's IGPT Position: Q4 2025 in Review

Stephens Consulting held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q4 2025 at 21 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Stephens Consulting first reported a position in IGPT in Q1 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold IGPT as of Q4 2025.

  • Stephens Consulting held 21 shares of Invesco AI and Next Gen Software ETF worth $1.25K as of Q4 2025.
  • Stephens Consulting left its Invesco AI and Next Gen Software ETF share count unchanged in Q4 2025.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #379 holding.
  • Stephens Consulting first reported a position in Invesco AI and Next Gen Software ETF in Q1 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.