WIM
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Westside Investment Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Westside Investment Management’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 		$34.8K Hold
600
– – 0.01% 687
2025
Q4 		$35.7K Sell
600
-80
-12% -$4.65K 0.01% 652
2025
Q3 		$36.7K Hold
680
– – 0.01% 652
2025
Q2 		$33.4K Buy
+680
New +$29.4K 0.01% 533

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

Westside Investment Management's IGPT Position: Q1 2026 in Review

Westside Investment Management held its Invesco AI and Next Gen Software ETF (IGPT) position steady in Q1 2026 at 600 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #687.

Westside Investment Management first reported a position in IGPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $36.7K in Q3 2025. 146 funds tracked by Wall St. Rank hold IGPT as of Q1 2026.

  • Westside Investment Management held 600 shares of Invesco AI and Next Gen Software ETF worth $34.8K as of Q1 2026.
  • Westside Investment Management left its Invesco AI and Next Gen Software ETF share count unchanged in Q1 2026.
  • Invesco AI and Next Gen Software ETF made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #687 holding.
  • Westside Investment Management first reported a position in Invesco AI and Next Gen Software ETF in Q2 2025 and has held it in 4 quarters since.
  • Westside Investment Management's Invesco AI and Next Gen Software ETF position peaked at $36.7K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.