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

Stratos 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 		$230K Buy
+2,210
New +$190K ﹤0.01% 1559
2018
Q4 		– Sell
-345
Closed -$10K – 1602
2018
Q3 		$10K Buy
+345
New +$9.53K ﹤0.01% 2193
2018
Q2 		– Sell
-195
Closed -$5K – 1724
2018
Q1 		$5K Hold
195
– – ﹤0.01% 2607
2017
Q4 		$4K Buy
+195
New +$4.19K ﹤0.01% 2448

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

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

Stratos Wealth Partners opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,210 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in IGPT as recently as Q3 2018.

Stratos Wealth Partners first reported a position in IGPT in Q4 2017 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Stratos Wealth Partners held 2,210 shares of Invesco AI and Next Gen Software ETF worth $230K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Stratos Wealth Partners position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1559 holding.
  • Stratos Wealth Partners first reported a position in Invesco AI and Next Gen Software ETF in Q4 2017 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.