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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 2025-09-30, 3,631,861 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
117
13F filers
118
New
13
Added
38
Reduced
17
Sold out
10
Shares held by filers
3,631,861

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG787,213$42.5M0.01%-120,04413F-HRTimelineGroup
LPL Financial LLC409,921$22.1M0.01%+85,89113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY351,758$19M<0.01%+69,44113F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC303,057$16.4M0.46%+21,89913F-HRTimeline
Berkshire Money Management, Inc.243,515$13.2M1.35%+79,17213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,385$8.72M<0.01%+8,95313F-HR/ATimelineGroup
Members Advisory Group LLC119,827$6.48M2.29%-27,62413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,590$6.41M0.01%+3,65513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,532$6.19M<0.01%+19,30513F-HRTimelineGroup
Cetera Investment Advisers77,860$4.21M<0.01%+30,79213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,985$3.97M<0.01%+15,98413F-HRTimelineGroup
Providence First Trust Co46,544$2.51M0.87%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP43,000$2.32M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,399$2.24M0.01%+46813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,280$2.18M+570Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,927$2.1M<0.01%+2,23913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,148$1.68M<0.01%+15,22713F-HRTimelineGroup
Dynamic Advisor Solutions LLC28,318$1.53M0.04%+2,69313F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC28,005$1.51M0.8%-1,81513F-HRTimeline
Indie Asset Partners, LLC27,722$1.5M1.99%-89013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,117$1.47M<0.01%+47913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP26,423$1.43M<0.01%-1,99213F-HRTimelineGroup
Kingsview Wealth Management, LLC24,224$1.31M0.02%-1,76413F-HRTimeline
Bay Capital Advisors, LLC22,628$1.22M0.8%+4,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,725$1.22M<0.01%+11,35013F-HRTimeline
Clear Creek Financial Management, LLC20,866$1.13M0.1%+2,78013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,081$1.03M<0.01%-42,76713F-HRTimeline
Private Advisor Group, LLC16,673$901K<0.01%-1,49613F-HRTimeline
&PARTNERS16,559$893K0.01%+1,65913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,158$873K<0.01%-1,52213F-HRTimelineGroup
Bawa N Mallick Trust15,000$810K0.31%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC14,451$781K0.23%-4,63113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,600$735K<0.01%-5,80013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,776$636K<0.01%+2,67213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,516$622K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,707$579K<0.01%+10,58913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,552$570K<0.01%+96513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,365$560K<0.01%+113F-HRTimelineGroup
Pacific Sun Financial Corp10,310$557K0.27%013F-HRTimeline
Cresset Asset Management, LLC10,137$548K<0.01%+413F-HR/ATimeline
IFG Advisory, LLC9,591$518K0.02%+213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,309$503K<0.01%+1,15413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC9,198$497K0.02%+14513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,926$482K<0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC7,435$429K0.05%-36613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,788$421K0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,780$420K0.02%new13F-HRTimeline
Diversified Enterprises, LLC7,626$412K0.03%013F-HRTimeline
Creative Planningin group Creative Planning7,171$387K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,566$355K0.04%+5,83213F-HRTimeline
COMERICA BANK6,094$329K<0.01%-75613F-HRTimeline
Proficio Capital Partners LLC6,000$324K0.02%013F-HR/ATimeline
Sandy Cove Advisors, LLC5,713$309K0.1%+113F-HRTimeline
Wealthstream Advisors, Inc.5,700$308K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,692$308K<0.01%+75013F-HRTimelineGroup
Wealthspire Advisors, LLC5,489$297K<0.01%new13F-HRTimeline
Prospera Financial Services Inc5,310$287K<0.01%013F-HRTimeline
Sovran Advisors, LLC4,744$286K0.03%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,289$286K<0.01%+3413F-HRTimelineGroup
AtlasMark Financial, Inc5,000$270K0.18%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,830$261K0.21%+1,67013F-HRTimeline
Aspen Investment Management Inc4,618$249K0.1%new13F-HRTimeline
HighTower Advisors, LLC4,596$248K<0.01%+19713F-HRTimeline
WBH ADVISORY INC4,551$246K0.02%013F-HRTimeline
Collier Financial4,368$236K0.18%13F-HRTimeline
Focus Financial Network, Inc.4,361$236K0.01%+14713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,350$235K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,161$225K<0.01%-1,13013F-HRTimelineGroup
LRI Investments, LLC3,855$208K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,143$170K<0.01%-30613F-HRTimelineGroup
AE Wealth Management LLC3,082$167K<0.01%013F-HRTimeline
Glenmede Investment Management, LP3,000$162K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,035$110K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,804$97.5K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$94.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,487$80.4K<0.01%+313F-HRTimeline
Global Retirement Partners, LLC1,438$77.7K<0.01%-313F-HRTimeline
BOKF, NAin group BOKF, NA1,260$68.1K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC1,240$67K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC1,215$66K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,200$64.8K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$48.6K<0.01%013F-HR/ATimelineGroup
Cheviot Value Management, LLC750$45.6K<0.01%013F-HRTimeline
Addison Advisors LLC681$36.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.680$36.7K0.01%013F-HRTimeline
GGM Financial LLC631$34.1K0.02%new13F-HRTimeline
Strategic Wealth Partners, Ltd.600$32.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.586$31.7K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$31.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC490$26.5K<0.01%013F-HRTimeline
Blue Trust, Inc.426$23K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…400$21.6K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.333$18K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC333$18K<0.01%013F-HRTimeline
Register Financial Advisors LLC330$17.8K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …324$17.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP322$17.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC320$17.3K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$16.2K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC300$16.2K<0.01%new13F-HRTimeline
CNB Bank283$15.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.224$12.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd200$10.8K<0.01%013F-HRTimeline
Signature Resources Capital Management,…154$8.32K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA142$7.67K<0.01%013F-HRTimeline
Coston, McIsaac & Partners138$7K<0.01%013F-HRTimeline
First PREMIER Bank125$7K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC118$6.38K<0.01%new13F-HRTimeline
Asset Dedication, LLC108$5.84K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV108$5.83K<0.01%-4613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96$5.19K<0.01%+1413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…75$4.05K<0.01%+1513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.7K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT50$2.7K<0.01%013F-HRTimeline
Archer Investment Corp50$2.7K<0.01%013F-HRTimeline
Stephens Consulting, LLC21$1.14K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$1.08K<0.01%013F-HRTimeline