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Strategic Wealth Partners’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Strategic Wealth Partners’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 		$62.5K Hold
600
– – ﹤0.01% 486
2026
Q1 		$34.8K Hold
600
– – ﹤0.01% 590
2025
Q4 		$35.7K Hold
600
– – ﹤0.01% 578
2025
Q3 		$32.4K Hold
600
– – ﹤0.01% 638
2025
Q2 		$29.5K Buy
+600
New +$25.9K ﹤0.01% 578

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

Strategic Wealth Partners's IGPT Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q2 2026 at 600 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Strategic Wealth Partners first reported a position in IGPT in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Strategic Wealth Partners held 600 shares of Invesco AI and Next Gen Software ETF worth $62.5K as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #486 holding.
  • Strategic Wealth Partners first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.