Thurston Springer Miller Herd & Titak’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Thurston Springer Miller Herd & Titak’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	-679	Closed	-$33.4K	–	937
2025 Q2	$33.4K	Hold	679	–	–	﹤0.01%	788
2025 Q1	$27.5K	Hold	679	–	–	﹤0.01%	777
2024 Q4	$30.7K	Hold	679	–	–	0.01%	633
2024 Q3	$30.9K	Hold	679	–	–	0.01%	692
2024 Q2	$32.2K	Buy	+679	New	+$30.4K	0.01%	675

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IGPT Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2025, closing a stake of 679 shares — an estimated $33.4K sold.

Thurston Springer Miller Herd & Titak first reported a position in IGPT in Q2 2024 and held it in 5 quarters. The position peaked at $33.4K in Q2 2025. 118 funds tracked by Wall St. Rank hold IGPT as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 679 Invesco AI and Next Gen Software ETF shares in Q3 2025, an estimated $33.4K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's Invesco AI and Next Gen Software ETF position peaked at $33.4K in Q2 2025.
118 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.