Public ownership evidence

Invesco AI and Next Gen Software ETF (IGPT) Ownership Disclosures

Read IGPT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco AI and Next Gen Software ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
39,168
Value (USD)
$4,077,457
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IGPT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IGPT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2839,168$4,077,457None
Kingsview Wealth Management, LLC2026-06-302026-08-2033,597$3,497,449None
Archer Investment Corp2026-06-302026-08-20100$10,410None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,693$280,342None
Corient Private Wealth LP2026-06-302026-08-1839,169$4,077,457None
Equitable Holdings, Inc.2026-06-302026-08-186,140$639,174None
AtlasMark Financial, Inc2026-06-302026-08-185,124$533,408None
Proficio Capital Partners LLC2026-06-302026-08-186,000$624,600None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,783$186,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1522$2,251None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15100$10,410None
Bawa N Mallick Trust2026-06-302026-08-1516,500$1,717,678None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1515$1,555None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1560$6,246None
Mutual Advisors, LLC2026-06-302026-08-158,749$910,771None
Western Wealth Management, LLC2026-06-302026-08-153,140$326,888None
Qube Research & Technologies Ltd2026-06-302026-08-15274$28,523None
IFG Advisory, LLC2026-06-302026-08-15935$97,334None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,683$175,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,682$279,196None
OSAIC HOLDINGS, INC.2026-06-302026-08-15125,608$13,076,801None
JANE STREET GROUP, LLC2026-06-302026-08-153,750$390,375None
JANE STREET GROUP, LLC2026-06-302026-08-152,300$239,430Call
FLOW TRADERS U.S. LLC2026-06-302026-08-1536,886$3,840,000None
GTS SECURITIES LLC2026-06-302026-08-157,491$779,813None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15147,342$15,338,302None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15174$18,061None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1549$5,101None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1575$7,808None
&PARTNERS2026-06-302026-08-153,017$314,093None
Thrivent Financial for Lutherans2026-06-302026-08-153,537$368,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15156,993$15,517,188None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15246$25,609None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15275,146$28,670,359None
Cerity Partners LLC2026-06-302026-08-154,122$429,130None
Cresset Asset Management, LLC2026-06-302026-08-1510,871$1,131,715None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158,160$849,459None
ROYAL BANK OF CANADA2026-06-302026-08-151,007$105,000None
ROYAL BANK OF CANADA2026-06-302026-08-15100,141$10,425,000None
CITADEL ADVISORS LLC2026-06-302026-08-155,100$530,910Call
IHT Wealth Management, LLC2026-06-302026-08-152,511$261,440None
Coppell Advisory Solutions LLC2026-06-302026-08-151$1,262,235None
HSBC HOLDINGS PLC2026-06-302026-08-1513,600$1,415,760None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1587,414$9,099,820None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1562,459$6,501,988None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,425$148,362None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15188$19,571None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1558,103$6,048,522None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15105,388$10,970,900None
Highland Investment Advisors LLC2026-06-302026-08-1465$6,767None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗AtlasMark Financial, Inc ↗Proficio Capital Partners LLC ↗CENTAURUS FINANCIAL, INC. ↗MCGUIRE CAPITAL ADVISORS INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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