MinichMacGregor Wealth Management, LLC IGPT INVESCO DYNAMIC SOFTWARE ETF

Ownership history in MinichMacGregor Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

MinichMacGregor Wealth Management, LLC reported INVESCO DYNAMIC SOFTWARE ETF (IGPT) in 5 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows IGPT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MinichMacGregor Wealth Management, LLC's position in INVESCO DYNAMIC SOFTWARE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IGPT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MinichMacGregor Wealth Management, LLC held IGPT — position size vs. price
% of Fund (quarterly)    IGPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 3,633 +1,038 +40.0% 0.06% $378K 2026-07-16 $89.74
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MinichMacGregor Wealth Management, LLC and IGPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MinichMacGregor Wealth Management, LLC reported owning IGPT?

MinichMacGregor Wealth Management, LLC reported IGPT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IGPT position in MinichMacGregor Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IGPT was 0.06% in 2026 Q2.

What is the latest reported IGPT position on this page?

The most recent filing on this page is 2026 Q2, when MinichMacGregor Wealth Management, LLC reported 3,633 shares, equal to 0.06% of portfolio, with an estimated market value of $378K.

What does the chart on this IGPT ownership page compare?

The chart compares MinichMacGregor Wealth Management, LLC's quarterly IGPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MinichMacGregor Wealth Management, LLC time their IGPT position?

Based on 13F filing dates vs. subsequent IGPT price moves, MinichMacGregor Wealth Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on IGPT relative to SPY over the holding period was -15.2%.

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