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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

105 managers (106 13F filers) reported a position in IGPT shares at 2024-12-31, 2,829,933 shares in all. 10 filers opened a position and 13 filers sold out during the quarter.

Managers
105
13F filers
106
New
10
Added
29
Reduced
20
Sold out
13
Shares held by filers
2,829,933

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG461,688$20.9M<0.01%+6,58513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY390,099$17.6M<0.01%+52,17113F-HR/ATimelineGroup
LPL Financial LLC287,929$13M0.01%-1,75713F-HRTimeline
Members Advisory Group LLC216,753$9.8M4.02%+155,08513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC206,954$9.36M3.07%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/185,722$8.4M<0.01%+13,59613F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC114,588$5.21M3.07%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC102,678$4.64M<0.01%-11,55813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,412$3.41M0.01%+50,31613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,142$2.9M<0.01%+9713F-HRTimeline
Cetera Investment Advisers48,063$2.17M<0.01%+1,38213F-HRTimeline
Providence First Trust Co46,550$2.11M0.79%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,232$1.86M<0.01%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…38,514$1.74M0.01%+1,30113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,032$1.63M-1,976Timeline
Indie Asset Partners, LLC32,105$1.45M1.14%+5713F-HRTimeline
Kingsview Wealth Management, LLC31,052$1.4M0.03%-3,84213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC28,021$1.27M0.35%-15,81413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,831$1.12M<0.01%+2,26813F-HRTimelineGroup
EP Wealth Advisors, LLC24,583$1.11M0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,384$1.01M<0.01%-4,83213F-HRTimelineGroup
Private Advisor Group, LLC17,549$794K<0.01%+99013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,863$717K<0.01%-6,15413F-HRTimelineGroup
Bawa N Mallick Trust15,000$678K0.3%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,938$676K<0.01%+3,82113F-HRTimelineGroup
Clear Creek Financial Management, LLC14,661$663K0.07%+1,24713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,516$536K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp11,670$528K0.29%-22013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,253$509K<0.01%-58,87313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,957$496K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,841$490K<0.01%+2,35813F-HR/ATimeline
IFG Advisory, LLC9,429$426K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,200$416K<0.01%+27413F-HRTimeline
SeaCrest Wealth Management, LLC9,059$410K0.04%013F-HRTimeline
TCI Wealth Advisors, Inc.8,413$381K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,286$375K<0.01%+98113F-HRTimelineGroup
Hirtle & Co., LLC8,142$368K0.02%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,799$353K0.01%013F-HRTimelineGroup
Sigma Planning Corp7,707$349K0.01%-63713F-HRTimeline
Diversified Enterprises, LLC7,701$348K0.03%-6213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,536$341K<0.01%+87913F-HRTimelineGroup
Sandy Cove Advisors, LLC7,041$318K0.13%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,937$314K0.02%new13F-HRTimeline
Belvedere Trading LLC6,756$306K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,558$297K<0.01%+75413F-HRTimeline
SteelPeak Wealth, LLC5,850$265K0.01%-1,23013F-HRTimeline
Wealthstream Advisors, Inc.5,700$258K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,538$250K0.01%+10613F-HRTimelineGroup
WBH ADVISORY INC5,526$250K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,394$244K0.01%-81313F-HRTimeline
FLOW TRADERS U.S. LLC5,296$240K0.01%-2,58313F-HRTimeline
Thrive Wealth Management, LLC5,273$238K0.04%013F-HRTimeline
NewEdge Advisors, LLC5,201$235K<0.01%+4,68613F-HRTimeline
Focus Financial Network, Inc.5,138$232K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,880$221K<0.01%013F-HRTimelineGroup
Collier Financial4,520$204K0.18%13F-HRTimeline
LRI Investments, LLC3,855$174K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,584$162K<0.01%-3513F-HRTimelineGroup
AE Wealth Management LLC3,182$144K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,000$136K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…2,878$130K0.1%+2,52913F-HRTimeline
Steward Partners Investment Advisory, L…2,776$126K<0.01%+1,51913F-HRTimeline
Semmax Financial Advisors Inc.2,563$123K0.03%+1,52313F-HRTimeline
Abound Wealth Management2,015$91.1K0.03%013F-HRTimeline
Global Retirement Partners, LLC2,008$90.8K<0.01%-16413F-HRTimeline
Founders Financial Alliance, LLC1,803$81.6K0.02%013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,788$80.9K0.02%013F-HRTimeline
COMERICA BANK1,663$75.2K<0.01%+15613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,410$63.8K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,260$57.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,215$55K<0.01%-113F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,200$54.3K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,086$49.1K<0.01%+3013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,034$46.8K<0.01%+49713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,012$45.8K<0.01%-15713F-HRTimelineGroup
TD Waterhouse Canada Inc.881$39.8K<0.01%-113F-HRTimeline
GPS Wealth Strategies Group, LLC734$33.2K<0.01%013F-HRTimeline
Addison Advisors LLC681$30.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…679$30.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/627$28.4K<0.01%-89,60013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$26K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$22.6K<0.01%new13F-HRTimeline
Register Financial Advisors LLC430$19.4K0.01%+20013F-HRTimeline
Aptus Capital Advisors, LLC333$15.1K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …324$14.7K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC320$14.5K0.01%13F-HRTimeline
CNB Bank283$12.8K0.01%013F-HRTimeline
First PREMIER Bank250$11K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC179$8.08K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$6.96K<0.01%013F-HRTimeline
Signature Resources Capital Management,…154$6.96K0.01%013F-HRTimeline
PRIVATE TRUST CO NA142$6.42K<0.01%+7213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC137$6.2K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners138$6K<0.01%013F-HRTimeline
Allworth Financial LP105$5.17K<0.01%new13F-HRTimeline
Asset Dedication, LLC108$4.88K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC99$4.48K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.60$2.73K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…60$2.71K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.26K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT50$2.26K<0.01%013F-HRTimeline
Archer Investment Corp50$2.26K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.24$1.09K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$633<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.