Wealthspire Advisors (New York)’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$319K	Hold	5,489	–	–	﹤0.01%	702
2025 Q4	$326K	Hold	5,489	–	–	﹤0.01%	774
2025 Q3	$297K	Buy	+5,489	New	+$281K	﹤0.01%	671
2021 Q4	–	Sell	-7,398	Closed	-$355K	–	577
2021 Q3	$355K	Hold	7,398	–	–	0.01%	428
2021 Q2	$406K	Hold	7,398	–	–	0.01%	250
2021 Q1	$384K	Hold	7,398	–	–	0.01%	474
2020 Q4	$379K	Buy	+7,398	New	+$340K	0.01%	363
2020 Q2	–	Sell	-10,263	Closed	-$293K	–	395
2020 Q1	$293K	Buy	+10,263	New	+$330K	0.01%	389
2019 Q1	–	Sell	-2,400	Closed	-$59K	–	397
2018 Q4	$59K	Buy	+2,400	New	+$61.2K	0.01%	165

Other funds holding IGPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return