Trust Company of Vermont’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Trust Company of Vermont’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	$5.21K	Buy	+50	New	+$4.3K	﹤0.01%	996
2025 Q4	$2.97K	Hold	50	–	–	﹤0.01%	1008
2025 Q3	$2.7K	Hold	50	–	–	﹤0.01%	994
2025 Q2	$2.46K	Hold	50	–	–	﹤0.01%	989
2025 Q1	$2.02K	Hold	50	–	–	﹤0.01%	942
2024 Q4	$2.26K	Hold	50	–	–	﹤0.01%	950
2024 Q3	$2.27K	Sell	50 -100	-67%	-$4.47K	﹤0.01%	949
2024 Q2	$7.12K	Sell	150 -100	-40%	-$4.48K	﹤0.01%	721
2024 Q1	$11.3K	Buy	+250	New	+$10.6K	﹤0.01%	677

Other funds holding IGPT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company of Vermont's IGPT Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 50 shares worth $5.21K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IGPT as recently as Q4 2025.

Trust Company of Vermont first reported a position in IGPT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.3K in Q1 2024. 115 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Trust Company of Vermont held 50 shares of Invesco AI and Next Gen Software ETF worth $5.21K as of Q2 2026.
Invesco AI and Next Gen Software ETF was a new Trust Company of Vermont position in Q2 2026.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #996 holding.
Trust Company of Vermont first reported a position in Invesco AI and Next Gen Software ETF in Q1 2024 and has held it in 9 quarters since.
Trust Company of Vermont's Invesco AI and Next Gen Software ETF position peaked at $11.3K in Q1 2024.
115 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.