Accel Wealth Management’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Accel Wealth Management’s Portfolio IIGD Stock Details IIGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,075	Closed	-$107K	–	950
2021 Q4	$107K	Hold	4,075	–	–	0.05%	249
2021 Q3	$108K	Hold	4,075	–	–	0.07%	211
2021 Q2	$109K	Hold	4,075	–	–	0.07%	225
2021 Q1	$108K	Hold	4,075	–	–	0.09%	205
2020 Q4	$110K	Buy	+4,075	New	+$111K	0.1%	192

Other funds holding IIGD

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $74.2M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's IIGD Position: Q1 2022 in Review

Accel Wealth Management sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2022, closing a stake of 4,075 shares — an estimated $107K sold.

Accel Wealth Management first reported a position in IIGD in Q4 2020 and held it in 5 quarters. The position peaked at $110K in Q4 2020. 13 funds tracked by Wall St. Rank hold IIGD as of Q1 2022.

Accel Wealth Management reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2022 after selling out during the quarter.
Accel Wealth Management sold 4,075 Invesco Investment Grade Defensive ETF shares in Q1 2022, an estimated $107K.
Accel Wealth Management first reported a position in Invesco Investment Grade Defensive ETF in Q4 2020 and held it in 5 quarters.
Accel Wealth Management's Invesco Investment Grade Defensive ETF position peaked at $110K in Q4 2020.
13 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.