TWM
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Thrive Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Thrive Wealth Management’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
Q1 		– Sell
-5,273
Closed -$238K – 223
2024
Q4 		$238K Hold
5,273
– – 0.04% 178
2024
Q3 		$240K Buy
5,273
+943
+22% +$42.1K 0.04% 194
2024
Q2 		$206K Buy
+4,330
New +$194K 0.04% 206

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
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrive Wealth Management's IGPT Position: Q1 2025 in Review

Thrive Wealth Management sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2025, closing a stake of 5,273 shares — an estimated $238K sold.

Thrive Wealth Management first reported a position in IGPT in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 109 funds tracked by Wall St. Rank hold IGPT as of Q1 2025.

  • Thrive Wealth Management reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 5,273 Invesco AI and Next Gen Software ETF shares in Q1 2025, an estimated $238K.
  • Thrive Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and held it in 3 quarters.
  • Thrive Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $240K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2025.

Based on Thrive Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.