WFC
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Western Financial Corp’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Western Financial Corp’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 		$230K Buy
+2,207
New +$190K 0.07% 123

Other funds holding IGPT

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
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
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Western Financial Corp's IGPT Position: Q2 2026 in Review

Western Financial Corp opened a new position in Invesco AI and Next Gen Software ETF (IGPT) in Q2 2026: 2,207 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

82 funds tracked by Wall St. Rank hold IGPT as of Q2 2026.

  • Western Financial Corp held 2,207 shares of Invesco AI and Next Gen Software ETF worth $230K as of Q2 2026.
  • Invesco AI and Next Gen Software ETF was a new Western Financial Corp position in Q2 2026.
  • Invesco AI and Next Gen Software ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #123 holding.
  • 82 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.