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TCI Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-8,413
Closed -$413K – 267
2025
Q2 		$413K Hold
8,413
– – 0.03% 160
2025
Q1 		$341K Hold
8,413
– – 0.03% 162
2024
Q4 		$381K Hold
8,413
– – 0.03% 152
2024
Q3 		$383K Hold
8,413
– – 0.03% 155
2024
Q2 		$400K Buy
+8,413
New +$377K 0.04% 144

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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCI Wealth Advisors's IGPT Position: Q3 2025 in Review

TCI Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2025, closing a stake of 8,413 shares — an estimated $413K sold.

TCI Wealth Advisors first reported a position in IGPT in Q2 2024 and held it in 5 quarters. The position peaked at $413K in Q2 2025. 118 funds tracked by Wall St. Rank hold IGPT as of Q3 2025.

  • TCI Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 8,413 Invesco AI and Next Gen Software ETF shares in Q3 2025, an estimated $413K.
  • TCI Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and held it in 5 quarters.
  • TCI Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $413K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2025.

Based on TCI Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.