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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

109 managers (110 13F filers) reported a position in IGPT shares at 2025-03-31, 2,978,603 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
109
13F filers
110
New
22
Added
24
Reduced
21
Sold out
17
Shares held by filers
2,978,603

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG711,684$28.8M0.01%+249,99613F-HRTimelineGroup
LPL Financial LLC320,131$13M0.01%+32,20213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY296,283$12M<0.01%-93,81613F-HRTimelineGroup
Members Advisory Group LLC194,012$7.86M3.28%-22,74113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/169,489$6.86M<0.01%-16,23313F-HRTimelineGroup
Berkshire Money Management, Inc.157,999$6.4M0.72%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,252$4.17M<0.01%+57413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,574$3.99M0.01%+23,16213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,820$2.58M<0.01%-32213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,141$2.15M<0.01%new13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,920$1.95M<0.01%+32,98213F-HR/ATimelineGroup
Cetera Investment Advisers47,535$1.92M<0.01%-52813F-HRTimeline
Providence First Trust Co46,550$1.88M0.76%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,586$1.76M<0.01%+2,35413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding41,813$1.69M+5,781Timeline
Cambridge Investment Research Advisors,…40,318$1.63M0.01%+1,80413F-HRTimeline
Indie Asset Partners, LLC33,310$1.35M1.17%+1,20513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,548$1.32M0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC28,575$1.16M0.02%-2,47713F-HRTimeline
Proficio Capital Partners LLC26,980$1.09M0.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,737$1.08M<0.01%+1,90613F-HRTimelineGroup
EP Wealth Advisors, LLC24,222$981K0.01%-36113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,531$750K<0.01%-3,85313F-HRTimelineGroup
Private Advisor Group, LLC18,168$736K<0.01%+61913F-HRTimeline
Clear Creek Financial Management, LLC16,489$668K0.07%+1,82813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,396$623K<0.01%-46713F-HR/ATimelineGroup
Bawa N Mallick Trust15,000$607K0.29%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP14,700$595K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,558$468K<0.01%+30513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,168$452K<0.01%+21113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,927$442K<0.01%+3,39113F-HRTimelineGroup
Pacific Sun Financial Corp10,810$438K0.25%-86013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,761$436K<0.01%-8013F-HRTimeline
Cresset Asset Management, LLC10,130$410K<0.01%new13F-HRTimeline
IFG Advisory, LLC10,116$410K0.02%+68713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,516$405K<0.01%013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC9,682$392K0.13%-197,27213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,586$388K<0.01%+1,30013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,200$373K<0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.8,413$341K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,229$333K<0.01%+1,67113F-HRTimeline
SeaCrest Wealth Management, LLC7,924$321K0.04%-1,13513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,799$316K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,719$313K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC7,719$313K<0.01%new13F-HR/ATimeline
Diversified Enterprises, LLC7,701$312K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,546$306K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,511$304K0.02%+57413F-HRTimeline
Sandy Cove Advisors, LLC7,041$285K0.11%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,436$261K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,718$232K0.01%+18013F-HRTimelineGroup
Wealthstream Advisors, Inc.5,700$231K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,473$222K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.4,515$206K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,009$203K<0.01%new13F-HRTimelineGroup
Collier Financial4,520$183K0.16%013F-HRTimeline
LRI Investments, LLC3,855$156K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,529$143K<0.01%-5513F-HRTimelineGroup
AE Wealth Management LLC3,182$129K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,000$121K<0.01%013F-HRTimelineGroup
Semmax Financial Advisors Inc.2,563$109K0.03%013F-HRTimeline
Abound Wealth Management2,015$81.6K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,927$78K<0.01%-84913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$70.9K<0.01%+1,12313F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.1,690$68.4K0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,387$56.2K<0.01%+35313F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,260$51K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,246$50.5K<0.01%+16013F-HRTimeline
CWM, LLCin group CWM, LLC1,215$49K<0.01%013F-HRTimelineGroup
Atala Financial Inc1,206$48.8K0.04%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,200$48.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$36.4K<0.01%-11313F-HRTimelineGroup
Cheviot Value Management, LLC750$31.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC734$29.7K<0.01%013F-HRTimeline
Addison Advisors LLC681$27.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…679$27.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$23.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$20.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC490$19.8K<0.01%-4,71113F-HRTimeline
Register Financial Advisors LLC430$17.4K0.01%013F-HRTimeline
Blue Trust, Inc.426$17.2K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…400$16.2K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC333$13.5K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC329$13.3K<0.01%+15013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …324$13.1K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC320$13K0.01%013F-HRTimeline
CNB Bank283$11.5K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC274$11.1K0.01%-114,31413F-HRTimeline
COMERICA BANK246$9.96K<0.01%-1,41713F-HRTimeline
Qube Research & Technologies Ltd200$8.1K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$6.24K<0.01%013F-HRTimeline
Signature Resources Capital Management,…154$6.24K0.01%013F-HRTimeline
PRIVATE TRUST CO NA142$5.75K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC137$5.55K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners138$5K<0.01%013F-HRTimeline
First PREMIER Bank125$5K<0.01%-12513F-HRTimeline
Asset Dedication, LLC108$4.37K<0.01%013F-HRTimeline
Allworth Financial LP105$4.21K<0.01%013F-HRTimeline
CoreCap Advisors, LLC99$4.01K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…60$2.43K<0.01%013F-HRTimeline
TRUST CO OF VERMONT50$2.02K<0.01%013F-HRTimeline
Archer Investment Corp50$2.02K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.02K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC48$1.94K<0.01%new13F-HRTimeline
Aspect Partners, LLC36$1.46K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.24$972<0.01%013F-HRTimeline
Stephens Consulting, LLC21$851<0.01%new13F-HRTimeline
Bogart Wealth, LLC14$567<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.