Wealth Enhancement Advisory Services’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Wealth Enhancement Advisory Services’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	$998K	Buy	10,086 +21	+0.2%	+$1.81K	﹤0.01%	2070
2026 Q1	$598K	Sell	10,065 -11,660	-54%	-$727K	﹤0.01%	2174
2025 Q4	$1.36M	Hold	21,725	–	–	﹤0.01%	1758
2025 Q3	$1.22M	Buy	21,725 +11,350	+109%	+$580K	﹤0.01%	1738
2025 Q2	$510K	Sell	10,375 -386	-4%	-$16.7K	﹤0.01%	2211
2025 Q1	$436K	Sell	10,761 -80	-0.7%	-$3.64K	﹤0.01%	2155
2024 Q4	$490K	Buy	10,841 +2,358	+28%	+$110K	﹤0.01%	2006
2024 Q3	$386K	Buy	8,483 +4,000	+89%	+$179K	﹤0.01%	2005
2024 Q2	$213K	Hold	4,483	–	–	﹤0.01%	2254
2024 Q1	$203K	Buy	+4,483	New	+$190K	﹤0.01%	2189

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

Wealth Enhancement Advisory Services's IGPT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco AI and Next Gen Software ETF (IGPT) stake by 0.21% in Q2 2026, buying an estimated $1.81K and bringing the position to 10,086 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Wealth Enhancement Advisory Services first reported a position in IGPT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Wealth Enhancement Advisory Services held 10,086 shares of Invesco AI and Next Gen Software ETF worth $998K as of Q2 2026.
Wealth Enhancement Advisory Services bought 21 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $1.81K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2070 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco AI and Next Gen Software ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Invesco AI and Next Gen Software ETF position peaked at $1.36M in Q4 2025.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.