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

TritonPoint Wealth’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 Q3	$289K	Sell	2,839 -258	-8%	-$24.2K	0.03%	244
2026 Q2	$322K	Sell	3,097 -376	-11%	-$32.4K	0.03%	227
2026 Q1	$202K	Hold	3,473	–	–	0.02%	266
2025 Q4	$207K	Buy	+3,473	New	+$202K	0.02%	267

Other funds holding IGPT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TritonPoint Wealth's IGPT Position: Q3 2026 in Review

TritonPoint Wealth reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 8.3% in Q3 2026, selling an estimated $24.2K and leaving 2,839 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #244.

TritonPoint Wealth first reported a position in IGPT in Q4 2025 and has held it in 4 quarters since. The position peaked at $322K in Q2 2026. 101 funds tracked by Wall St. Rank hold IGPT as of Q3 2026.

TritonPoint Wealth held 2,839 shares of Invesco AI and Next Gen Software ETF worth $289K as of Q3 2026.
TritonPoint Wealth sold 258 Invesco AI and Next Gen Software ETF shares in Q3 2026, an estimated $24.2K.
Invesco AI and Next Gen Software ETF made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #244 holding.
TritonPoint Wealth first reported a position in Invesco AI and Next Gen Software ETF in Q4 2025 and has held it in 4 quarters since.
TritonPoint Wealth's Invesco AI and Next Gen Software ETF position peaked at $322K in Q2 2026.
101 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.