SWP
IGPT icon

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
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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Strategic Wealth Partners's IGPT Position: Q1 2026 in Review

Strategic Wealth Partners held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 600 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Strategic Wealth Partners first reported a position in IGPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.7K in Q4 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Strategic Wealth Partners held 600 shares of Invesco AI and Next Gen Software ETF worth $34.8K as of Q1 2026.
  • Strategic Wealth Partners left its Invesco AI and Next Gen Software ETF share count unchanged in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #590 holding.
  • Strategic Wealth Partners first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Invesco AI and Next Gen Software ETF position peaked at $35.7K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.