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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

117 managers (118 13F filers) reported a position in IGPT shares at 2025-06-30, 3,440,682 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
117
13F filers
118
New
21
Added
24
Reduced
31
Sold out
14
Shares held by filers
3,440,682

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 AG907,257$44.6M0.01%+195,57313F-HRTimelineGroup
LPL Financial LLC324,030$15.9M0.01%+3,89913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY282,317$13.9M<0.01%-13,96613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC281,158$13.8M0.45%new13F-HRTimeline
Berkshire Money Management, Inc.164,343$8.08M0.85%+6,34413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/152,432$7.49M<0.01%-17,05713F-HRTimelineGroup
Members Advisory Group LLC147,451$7.25M2.72%-46,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,935$5.89M0.01%+21,36113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,227$4.68M<0.01%-8,02513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,848$3.04M<0.01%-1,97213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58,001$2.83M<0.01%+10,08113F-HRTimelineGroup
Cetera Investment Advisers47,068$2.31M<0.01%-46713F-HRTimeline
Providence First Trust Co46,544$2.29M0.81%-613F-HRTimeline
Cambridge Investment Research Advisors,…40,931$2.01M0.01%+61313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,710$1.95M-2,103Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,688$1.8M<0.01%-6,89813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.35,989$1.77M0.01%+3,44113F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC29,820$1.47M1.04%new13F-HRTimeline
Indie Asset Partners, LLC28,612$1.41M2.56%-4,69813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,415$1.4M<0.01%+1,67813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,638$1.31M<0.01%+15,71113F-HRTimelineGroup
Kingsview Wealth Management, LLC25,988$1.28M0.02%-2,58713F-HRTimeline
Dynamic Advisor Solutions LLC25,625$1.26M0.04%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC19,400$953K<0.01%new13F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC19,082$938K0.29%+9,40013F-HRTimeline
Private Advisor Group, LLC18,169$893K<0.01%+113F-HRTimeline
Clear Creek Financial Management, LLC18,086$889K0.08%+1,59713F-HRTimeline
Bay Capital Advisors, LLC17,819$876K0.67%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,680$869K<0.01%-85113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,921$782K<0.01%+52513F-HR/ATimelineGroup
&PARTNERS14,900$752K0.01%new13F-HRTimeline
Bawa N Mallick Trust15,000$737K0.3%013F-HRTimeline
EP Wealth Advisors, LLC13,764$676K<0.01%-10,45813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,516$566K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,375$510K<0.01%-38613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,364$509K<0.01%-80413F-HR/ATimelineGroup
Pacific Sun Financial Corp10,310$507K0.26%-50013F-HRTimeline
Cresset Asset Management, LLC10,133$498K<0.01%+313F-HR/ATimeline
M Holdings Securities, Inc.10,043$492K0.08%new13F-HRTimeline
IFG Advisory, LLC9,589$471K0.02%-52713F-HRTimeline
MML INVESTORS SERVICES, LLC9,587$471K<0.01%+1,35813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,104$447K<0.01%-48213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC9,053$445K0.02%+1,54213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,926$439K<0.01%-27413F-HRTimeline
TCI Wealth Advisors, Inc.8,413$413K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,155$401K<0.01%+60913F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,801$383K0.04%-12313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,788$383K0.01%-1113F-HRTimelineGroup
Diversified Enterprises, LLC7,626$375K0.03%-7513F-HRTimeline
COMERICA BANK6,850$337K<0.01%+6,60413F-HRTimeline
Proficio Capital Partners LLC6,000$295K0.02%-20,98013F-HRTimeline
IHT Wealth Management, LLC5,863$288K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC5,712$281K0.1%-1,32913F-HRTimeline
Wealthstream Advisors, Inc.5,700$280K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,463$268K0.01%-25513F-HRTimelineGroup
Prospera Financial Services Inc5,310$261K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,291$260K0.01%-18213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,255$258K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,942$243K<0.01%new13F-HRTimelineGroup
WBH ADVISORY INC4,551$224K0.02%new13F-HRTimeline
HighTower Advisors, LLC4,399$216K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,350$214K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.4,214$207K0.01%new13F-HRTimeline
LRI Investments, LLC3,855$189K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,449$170K<0.01%-8013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.3,160$160K0.15%+1,47013F-HRTimeline
AE Wealth Management LLC3,082$151K<0.01%-10013F-HRTimeline
Glenmede Investment Management, LP3,000$147K<0.01%13F-HRTimeline
Semmax Financial Advisors Inc.2,563$129K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…2,035$100K<0.01%+10813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$86K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,484$72.9K<0.01%+23813F-HRTimeline
Global Retirement Partners, LLC1,441$70.8K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA1,260$61.9K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC1,240$60.9K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,215$60K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,200$59K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$44.2K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC750$37.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC734$36.1K<0.01%013F-HRTimeline
Addison Advisors LLC681$33.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.680$33.4K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…679$33.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$29.5K<0.01%13F-HRTimeline
Harbor Asset Planning, Inc.586$28.8K0.03%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$28.3K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC490$24.1K<0.01%013F-HRTimeline
Blue Trust, Inc.426$20.9K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…400$19.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC333$16.4K<0.01%013F-HRTimeline
Register Financial Advisors LLC330$16.2K0.01%-10013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …324$15.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP322$15.8K<0.01%+21713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC320$15.7K0.01%013F-HRTimeline
CNB Bank283$13.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.224$11K<0.01%+20013F-HRTimeline
Qube Research & Technologies Ltd200$9.83K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$7.57K<0.01%013F-HRTimeline
Signature Resources Capital Management,…154$7.57K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA142$6.98K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC137$6.73K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners138$6K<0.01%013F-HRTimeline
First PREMIER Bank125$6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118$5.8K<0.01%-1,26913F-HRTimelineGroup
Asset Dedication, LLC108$5.31K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC82$4.03K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…60$2.95K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.60$2.71K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT50$2.46K<0.01%013F-HRTimeline
Archer Investment Corp50$2.46K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.45K<0.01%013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC48$2.36K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$1.7K<0.01%new13F-HRTimeline
Aspect Partners, LLC29$1.43K<0.01%-713F-HRTimeline
Stephens Consulting, LLC21$1.03K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$983<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.