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

Triton 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
2026 Q2	$246K	Buy	+2,570	New	+$221K	0.08%	108
2021 Q3	–	Sell	-4,113	Closed	-$212K	–	116
2021 Q2	$212K	Hold	4,113	–	–	0.12%	104
2021 Q1	$219K	Hold	4,113	–	–	0.15%	93
2020 Q4	$210K	Buy	+4,113	New	+$189K	0.13%	79
2020 Q3	–	Sell	-6,942	Closed	-$277K	–	85
2020 Q2	$277K	Sell	6,942 -30	-0.4%	-$1.03K	0.29%	57
2020 Q1	$233K	Buy	+6,972	New	+$224K	0.38%	52

Other funds holding IGPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Triton Wealth Management's IGPT Position: Q2 2026 in Review

Triton Wealth Management opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,570 shares worth $246K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: Triton Wealth Management previously reported a position in IGPT as recently as Q2 2021.

Triton Wealth Management first reported a position in IGPT in Q1 2020 and has held it in 6 quarters since. The position peaked at $277K in Q2 2020. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Triton Wealth Management held 2,570 shares of Invesco AI and Next Gen Software ETF worth $246K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Triton Wealth Management position in Q2 2026.
Invesco AI and Next Gen Software ETF made up 0.08% of Triton Wealth Management's portfolio in Q2 2026, its #108 holding.
Triton Wealth Management first reported a position in Invesco AI and Next Gen Software ETF in Q1 2020 and has held it in 6 quarters since.
Triton Wealth Management's Invesco AI and Next Gen Software ETF position peaked at $277K in Q2 2020.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.