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Invesco AI and Next GEN Soft (IGPT)

CUSIP: 46137V639 | NYSE | 425 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC566,030
0.0% of portfolio›$57.6M
StoneCrest Wealth Management, Inc.67,722
2.2% of portfolio›$6.9M
Cambridge Investment Research Advisors, Inc.49,511
0.0% of portfolio›$5.0M
Truist Financial Corp47,948
0.0% of portfolio›$4.9M
Clear Creek Financial Management, LLC33,767
0.3% of portfolio›$3.4M
Berkshire Money Management, Inc.33,381
0.3% of portfolio›$3.4M
Opus Capital Group, LLC31,653
1.2% of portfolio›$3.2M
Soltis Investment Advisors LLC23,281
0.1% of portfolio›$2.4M
Kestra Private Wealth Services, LLC21,525
0.0% of portfolio›$2.2M
Dynamic Advisor Solutions LLC20,677
0.1% of portfolio›$2.1M
M Holdings Securities, Inc.19,276
0.0% of portfolio›$1.7K
Bay Capital Advisors, LLC19,131
1.0% of portfolio›$1.9M
Principle Wealth Partners LLC16,717
0.1% of portfolio›$1.7M
Commonwealth Equity Services, LLC16,159
0.0% of portfolio›$1.6M
CoreCap Advisors, LLC12,474
0.0% of portfolio›$1.3M
RFG - Bristol Wealth Advisors, LLC11,132
0.3% of portfolio›$1.1M
Flagship Harbor Advisors, LLC10,541
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC10,097
0.0% of portfolio›$1.0M
Creative Planning9,468
0.0% of portfolio›$962.8K
Aspen Investment Management Inc8,859
0.5% of portfolio›$901.0K
Oppenheimer & Co Inc8,536
0.0% of portfolio›$868.0K
Kestra Advisory Services, LLC7,975
0.0% of portfolio›$811.0K
Founders Financial Securities LLC7,898
0.0% of portfolio›$803.1K
Diversified Enterprises, LLC7,610
0.0% of portfolio›$773.9K
National Wealth Management Group, LLC7,080
0.2% of portfolio›$720.0K
SeaCrest Wealth Management, LLC7,039
0.1% of portfolio›$715.8K
Rubicon Advisors, GP6,760
0.5% of portfolio›$687.4K
Wealthcare Advisory Partners LLC6,598
0.0% of portfolio›$671.0K
Howard Financial Services, Ltd.6,384
0.1% of portfolio›$649.2K
Thompson Davis & Co., Inc.6,375
0.4% of portfolio›$648.3K
Greenspring Advisors, LLC5,700
0.0% of portfolio›$579.6K
Independent Financial Group, LLC5,665
0.0% of portfolio›$576.1K
Park Avenue Securities LLC5,523
0.0% of portfolio›$562.0K
Freestone Capital Holdings, LLC5,412
0.0% of portfolio›$550.4K
AtlasMark Financial, Inc5,124
0.3% of portfolio›$521.1K
Sovran Advisors, LLC4,826
0.0% of portfolio›$436.9K
Belpointe Asset Management LLC4,664
0.0% of portfolio›$474.3K
Novem Group4,653
0.0% of portfolio›$473.2K
Focus Financial Network, Inc.4,459
0.0% of portfolio›$453.4K
Great Valley Advisor Group, Inc.4,366
0.0% of portfolio›$444.0K
Acorn Wealth Advisors, LLC4,277
0.1% of portfolio›$434.9K
Collier Financial4,260
0.3% of portfolio›$433.2K
Allen Mooney & Barnes Investment Advisors LLC4,050
0.1% of portfolio›$411.8K
Fifth Third Bancorp3,978
0.0% of portfolio›$404.5K
WBH Advisory Inc3,801
0.0% of portfolio›$386.5K
Fortune Financial Group, Inc.3,720
0.3% of portfolio›$378.3K
Sigma Planning Corp3,626
0.0% of portfolio›$368.7K
Thrivent Financial for Lutherans3,557
0.0% of portfolio›$362.0K
Concurrent Investment Advisors, LLC3,431
0.0% of portfolio›$348.9K
Berbice Capital Management LLC3,116
0.2% of portfolio›$316.9K
Sound Income Strategies, LLC3,075
0.0% of portfolio›$307.5K
Western Wealth Management, LLC3,056
0.0% of portfolio›$310.8K
Procyon Advisors, LLC2,891
0.0% of portfolio›$294.0K
Harbour Investments, Inc.2,871
0.0% of portfolio›$292.0K
Tritonpoint Wealth, LLC2,839
0.0% of portfolio›$288.7K
Axxcess Wealth Management, LLC2,700
0.0% of portfolio›$274.6K
Cornerstone Wealth Management, LLC2,678
0.0% of portfolio›$272.4K
Polaris Financial Partners2,593
0.1% of portfolio›$265.0K
Triton Wealth Management, Pllc2,570
0.1% of portfolio›$212.6K
Bank of New York Mellon Corp2,564
0.0% of portfolio›$260.7K
Lauterbach Financial Advisors, LLC2,525
0.1% of portfolio›$256.8K
Grant Private Wealth Management Inc2,457
0.1% of portfolio›$249.9K
Cyndeo Wealth Partners, LLC2,413
0.0% of portfolio›$245.3K
Wedbush Securities Inc2,349
0.0% of portfolio›$239.0K
Sherman Wealth Management LLC2,313
0.2% of portfolio›$235.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,247
0.0% of portfolio›$228.5K
Dale Q Rice Investment Management Ltd2,193
0.1% of portfolio›$223.0K
United Advisor Group, LLC2,021
0.0% of portfolio›$205.5K
MSH Capital Advisors LLC1,975
0.0% of portfolio›$200.8K
Bank of Montreal1,750
0.0% of portfolio›$178.0K
Signature Equity Partners, LLC1,743
0.1% of portfolio›$177.3K
US Bancorp \de\1,451
0.0% of portfolio›$147.6K
Bokf, NA1,260
0.0% of portfolio›$128.1K
Chung Wu Investment Group, LLC1,240
0.1% of portfolio›$126.1K
Evermay Wealth Management LLC1,200
0.0% of portfolio›$122.0K
Ashton Thomas Private Wealth, LLC1,004
0.0% of portfolio›$102.1K
Assetmark, Inc928
0.0% of portfolio›$94.4K
Compass Financial Management LLC900
0.0% of portfolio›$91.5K
IFG Advisory, LLC895
0.0% of portfolio›$91.0K
Cheviot Value Management, LLC750
0.0% of portfolio›$76.3K
Indiana Trust & Investment Management Co715
0.0% of portfolio›$72.7K
Abound Wealth Management650
0.0% of portfolio›$66.1K
GGM Financial LLC631
0.0% of portfolio›$64.1K
Westside Investment Management, Inc.600
0.0% of portfolio›$61.0K
Harbor Asset Planning, Inc.586
0.0% of portfolio›$59.6K
Allworth Financial LP584
0.0% of portfolio›$60.8K
PNC Financial Services Group, Inc.575
0.0% of portfolio›$58.5K
IFP Advisors, Inc550
0.0% of portfolio›$55.9K
Farther Finance Advisors, LLC536
0.0% of portfolio›$54.5K
Blue Trust, Inc.501
0.0% of portfolio›$50.9K
Private Trust Co NA472
0.0% of portfolio›$48.0K
Parallel Advisors, LLC412
0.0% of portfolio›$41.9K
Strengthening Families & Communities, LLC400
0.0% of portfolio›$40.7K
NorthAvenue LLC234
0.0% of portfolio›$23.8K
Asset Dedication, LLC234
0.0% of portfolio›$23.8K
Geneos Wealth Management Inc.224
0.0% of portfolio›$22.8K
EverSource Wealth Advisors, LLC223
0.0% of portfolio›$22.7K
Register Financial Advisors LLC200
0.0% of portfolio›$20.3K
Jacobi Capital Management LLC150
0.0% of portfolio›$15.3K
Coston, McIsaac & Partners138
0.0% of portfolio›$14.0K
Go Invest LLC131
0.0% of portfolio›$13.3K
First Premier Bank125
0.0% of portfolio›$13
Financial Freedom, LLC125
0.0% of portfolio›$12.7K
Creative Financial Designs Inc108
0.0% of portfolio›$11.0K
Nova Financial LLC105
0.0% of portfolio›$10.7K
GK Wealth Management LLC100
0.0% of portfolio›$10.2K
Murphy & Mullick Capital Management Corp100
0.0% of portfolio›$10.2K
Archer Investment Corp100
0.0% of portfolio›$10.2K
Highland Investment Advisors LLC65
0.0% of portfolio›$6.6K
Trust Co of Vermont50
0.0% of portfolio›$5.1K
CNB Bank43
0.0% of portfolio›$4.4K
Armstrong Advisory Group, Inc20
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
LPL Financial LLC
566,030$57.6M0.0%IndexVery LowFort Mill, SC2026-11-06
StoneCrest Wealth Management, Inc.
67,722$6.9M2.2%ETFLowChandler, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
49,511$5.0M0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
47,948$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Clear Creek Financial Management, LLC
33,767$3.4M0.3%ETFMediumSilverdale, WA2026-10-28
Berkshire Money Management, Inc.
33,381$3.4M0.3%ETFMediumDalton, MA2026-10-21
Opus Capital Group, LLC
31,653$3.2M1.2%ETFVery LowCincinnati, OH2026-10-30
Soltis Investment Advisors LLC
23,281$2.4M0.1%CoreMediumSt. George, UT2026-10-28
Kestra Private Wealth Services, LLC
21,525$2.2M0.0%GrowthLowAustin, TX2026-11-06
Dynamic Advisor Solutions LLC
20,677$2.1M0.1%ETFLowPhoenix, AZ2026-10-13
M Holdings Securities, Inc.
19,276$1.7K0.0%CoreMediumPortland, OR2026-11-03
Bay Capital Advisors, LLC
19,131$1.9M1.0%ETFLowVirginia Beach, VA2026-10-16
Principle Wealth Partners LLC
16,717$1.7M0.1%CoreVery LowMadison, CT2026-11-02
Commonwealth Equity Services, LLC
16,159$1.6M0.0%ETFLowWaltham, MA2026-11-02
CoreCap Advisors, LLC
12,474$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
RFG - Bristol Wealth Advisors, LLC
11,132$1.1M0.3%ETFLowTaunton, MA2026-10-09
Flagship Harbor Advisors, LLC
10,541$1.1M0.0%ETFMediumBoston, MA2026-10-26
Wealth Enhancement Advisory Services, LLC
10,097$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
9,468$962.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Aspen Investment Management Inc
8,859$901.0K0.5%CoreLowGrand Rapids, MI2026-11-05
Oppenheimer & Co Inc
8,536$868.0K0.0%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
7,975$811.0K0.0%IndexLowAustin, TX2026-11-02
Founders Financial Securities LLC
7,898$803.1K0.0%ETFMediumTowson, MD2026-10-28
Diversified Enterprises, LLC
7,610$773.9K0.0%ETFVery LowWilmington, DE2026-10-19
National Wealth Management Group, LLC
7,080$720.0K0.2%ETFMediumCincinnati, OH2026-10-26
SeaCrest Wealth Management, LLC
7,039$715.8K0.1%GrowthLowPurchase, NY2026-10-21
Rubicon Advisors, GP
6,760$687.4K0.5%GrowthMediumRedding, CA2026-10-23
Wealthcare Advisory Partners LLC
6,598$671.0K0.0%ETFLowWest Chester, PA2026-10-21
Howard Financial Services, Ltd.
6,384$649.2K0.1%ETFLowDallas, TX2026-10-15
Thompson Davis & Co., Inc.
6,375$648.3K0.4%CoreMediumRichmond, VA2026-11-05
Greenspring Advisors, LLC
5,700$579.6K0.0%ETFVery LowTowson, MD2026-11-05
Independent Financial Group, LLC
5,665$576.1K0.0%GrowthLowSan Diego, CA2026-10-13
Park Avenue Securities LLC
5,523$562.0K0.0%ETFMediumNew York, NY2026-10-26
Freestone Capital Holdings, LLC
5,412$550.4K0.0%GrowthLowSeattle, WA2026-11-09
AtlasMark Financial, Inc
5,124$521.1K0.3%ETFVery LowAustin, TX2026-10-13
Sovran Advisors, LLC
4,826$436.9K0.0%ETFMediumSan Diego, CA2026-11-02
Belpointe Asset Management LLC
4,664$474.3K0.0%CoreMediumReno, NV2026-11-09
Novem Group
4,653$473.2K0.0%ETFMediumRochester, NY2026-10-19
Focus Financial Network, Inc.
4,459$453.4K0.0%ETFLowMinneapolis, MN2026-10-14
Great Valley Advisor Group, Inc.
4,366$444.0K0.0%ETFLowWilmington, DE2026-11-09
Acorn Wealth Advisors, LLC
4,277$434.9K0.1%ETFLowGrand Blanc, MI2026-10-19
Collier Financial
4,260$433.2K0.3%ETFLowDenver, CO2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
4,050$411.8K0.1%ValueLowThomasville, GA2026-10-08
Fifth Third Bancorp
3,978$404.5K0.0%GrowthLowCincinnati, OH2026-11-05
WBH Advisory Inc
3,801$386.5K0.0%ETFLowBaltimore, MD2026-11-05
Fortune Financial Group, Inc.
3,720$378.3K0.3%ETFHighNaples, FL2026-10-22
Sigma Planning Corp
3,626$368.7K0.0%CoreMediumAnn Arbor, MI2026-10-23
Thrivent Financial for Lutherans
3,557$362.0K0.0%CoreMediumMinneapolis, MN2026-11-05
Concurrent Investment Advisors, LLC
3,431$348.9K0.0%CoreMediumTampa, FL2026-10-16
Berbice Capital Management LLC
3,116$316.9K0.2%MomentumLowMelville, NY2026-10-13
Sound Income Strategies, LLC
3,075$307.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Western Wealth Management, LLC
3,056$310.8K0.0%ETFLowGolden, CO2026-11-09
Procyon Advisors, LLC
2,891$294.0K0.0%CoreVery LowShelton, CT2026-10-21
Harbour Investments, Inc.
2,871$292.0K0.0%ETFLowMadison, WI2026-11-09
Tritonpoint Wealth, LLC
2,839$288.7K0.0%CoreLowChevy Chase, MD2026-10-19
Axxcess Wealth Management, LLC
2,700$274.6K0.0%CoreLowCarlsbad, CA2026-10-21
Cornerstone Wealth Management, LLC
2,678$272.4K0.0%ETFLowSt. Peters, MO2026-11-04
Polaris Financial Partners
2,593$265.0K0.1%GrowthN/AWesterville, OH2026-10-02
Triton Wealth Management, Pllc
2,570$212.6K0.1%ETFMediumSun City, AZ2026-11-04
Bank of New York Mellon Corp
2,564$260.7K0.0%CoreLowNew York, NY2026-11-05
Lauterbach Financial Advisors, LLC
2,525$256.8K0.1%ETFVery LowEl Paso, TX2026-10-21
Grant Private Wealth Management Inc
2,457$249.9K0.1%GrowthMediumPleasanton, CA2026-10-19
Cyndeo Wealth Partners, LLC
2,413$245.3K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Wedbush Securities Inc
2,349$239.0K0.0%CoreLowPasadena, CA2026-10-22
Sherman Wealth Management LLC
2,313$235.2K0.2%ETFLowGaithersburg, MD2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,247$228.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Dale Q Rice Investment Management Ltd
2,193$223.0K0.1%ETFVery LowVancouver, WA2026-10-09
United Advisor Group, LLC
2,021$205.5K0.0%ETFLowCincinnati, OH2026-11-03
MSH Capital Advisors LLC
1,975$200.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Bank of Montreal
1,750$178.0K0.0%CoreMediumToronto, Australia2026-11-09
Signature Equity Partners, LLC
1,743$177.3K0.1%GrowthMediumColumbus, OH2026-10-29
US Bancorp \de\
1,451$147.6K0.0%CoreLowMinneapolis, MN2026-11-05
Bokf, NA
1,260$128.1K0.0%CoreLowTulsa, OK2026-10-27
Chung Wu Investment Group, LLC
1,240$126.1K0.1%GrowthMediumSugar Land, TX2026-11-03
Evermay Wealth Management LLC
1,200$122.0K0.0%ETFLowArlington, VA2026-11-05
Ashton Thomas Private Wealth, LLC
1,004$102.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Assetmark, Inc
928$94.4K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
900$91.5K0.0%CoreN/ATampa, FL2026-10-30
IFG Advisory, LLC
895$91.0K0.0%ETFLowAtlanta, GA2026-11-09
Cheviot Value Management, LLC
750$76.3K0.0%CoreLowBeverly Hills, CA2026-11-09
Indiana Trust & Investment Management Co
715$72.7K0.0%GrowthLowMishawaka, IN2026-10-22
Abound Wealth Management
650$66.1K0.0%ETFVery LowFranklin, TN2026-10-26
GGM Financial LLC
631$64.1K0.0%ETFMediumColumbus, OH2026-11-05
Westside Investment Management, Inc.
600$61.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Harbor Asset Planning, Inc.
586$59.6K0.0%ETFVery LowBelmont, MA2026-10-23
Allworth Financial LP
584$60.8K0.0%ETFLowFolsom, CA2026-11-06
PNC Financial Services Group, Inc.
575$58.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFP Advisors, Inc
550$55.9K0.0%CoreLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
536$54.5K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
501$50.9K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
472$48.0K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
412$41.9K0.0%GrowthLowSan Francisco, CA2026-11-03
Strengthening Families & Communities, LLC
400$40.7K0.0%CoreMediumBoston, MA2026-10-21
NorthAvenue LLC
234$23.8K0.0%ETFVery LowColumbus, OH2026-10-29
Asset Dedication, LLC
234$23.8K0.0%ETFLowSan Francisco, CA2026-11-03
Geneos Wealth Management Inc.
224$22.8K0.0%ETFLowEnglewood, CO2026-11-09
EverSource Wealth Advisors, LLC
223$22.7K0.0%CoreMediumBirmingham, AL2026-11-04
Register Financial Advisors LLC
200$20.3K0.0%GARPLowAtlanta, GA2026-10-23
Jacobi Capital Management LLC
150$15.3K0.0%CoreLowPittston, PA2026-11-05
Coston, McIsaac & Partners
138$14.0K0.0%ValueLowBar Harbor, ME2026-11-06
Go Invest LLC
131$13.3K0.0%ETFN/AWest Jordan, UT2026-10-09
First Premier Bank
125$130.0%CoreVery LowSioux Falls, SD2026-10-13
Financial Freedom, LLC
125$12.7K0.0%ETFLowCincinnati, OH2026-11-06
Creative Financial Designs Inc
108$11.0K0.0%ETFMediumKokomo, IN2026-11-04
Nova Financial LLC
105$10.7K0.0%GARPN/ATucson, AZ2026-11-04
GK Wealth Management LLC
100$10.2K0.0%GARPVery HighReno, NV2026-10-09
Murphy & Mullick Capital Management Corp
100$10.2K0.0%GrowthLowSmithtown, NY2026-11-02
Archer Investment Corp
100$10.2K0.0%CoreMediumCarmel, IN2026-11-05
Highland Investment Advisors LLC
65$6.6K0.0%ETFN/APonte Vedra, FL2026-11-09
Trust Co of Vermont
50$5.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
CNB Bank
43$4.4K0.0%GrowthLowClearfield, PA2026-11-09
Armstrong Advisory Group, Inc
20$2.0K0.0%ETFHighNeedham, MA2026-10-09