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Vermillion & White Wealth Management Group’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Vermillion & White Wealth Management Group’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
-2,878
Closed -$130K – 541
2024
Q4 		$130K Buy
2,878
+2,529
+725% +$118K 0.1% 77
2024
Q3 		$15.9K Buy
349
+327
+1,486% +$14.6K 0.01% 195
2024
Q2 		$1.04K Buy
+22
New +$986 ﹤0.01% 330

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

Vermillion & White Wealth Management Group's IGPT Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2025, closing a stake of 2,878 shares — an estimated $130K sold.

Vermillion & White Wealth Management Group first reported a position in IGPT in Q2 2024 and held it in 3 quarters. The position peaked at $130K in Q4 2024. 109 funds tracked by Wall St. Rank hold IGPT as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 2,878 Invesco AI and Next Gen Software ETF shares in Q1 2025, an estimated $130K.
  • Vermillion & White Wealth Management Group first reported a position in Invesco AI and Next Gen Software ETF in Q2 2024 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Invesco AI and Next Gen Software ETF position peaked at $130K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.