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 Q2	$551K	Sell	5,289 -200	-4%	-$17.2K	﹤0.01%	768
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 $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

Wealthspire Advisors (New York)'s IGPT Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco AI and Next Gen Software ETF (IGPT) stake by 3.6% in Q2 2026, selling an estimated $17.2K and leaving 5,289 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Wealthspire Advisors (New York) first reported a position in IGPT in Q4 2018 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

Wealthspire Advisors (New York) held 5,289 shares of Invesco AI and Next Gen Software ETF worth $551K as of Q2 2026.
Wealthspire Advisors (New York) sold 200 Invesco AI and Next Gen Software ETF shares in Q2 2026, an estimated $17.2K.
Invesco AI and Next Gen Software ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #768 holding.
Wealthspire Advisors (New York) first reported a position in Invesco AI and Next Gen Software ETF in Q4 2018 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.