AF
IIGD icon

Allworth Financial’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-464
Closed -$11.2K – 3748
2024
Q1 		$11.2K Buy
+464
New +$11.2K ﹤0.01% 2060

Other funds holding IIGD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Allworth Financial's IIGD Position: Q2 2024 in Review

Allworth Financial sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q2 2024, closing a stake of 464 shares — an estimated $11.2K sold.

Allworth Financial first reported a position in IIGD in Q1 2024 and held it in 1 quarter. The position peaked at $11.2K in Q1 2024. 25 funds tracked by Wall St. Rank hold IIGD as of Q2 2024.

  • Allworth Financial reported no remaining Invesco Investment Grade Defensive ETF position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 464 Invesco Investment Grade Defensive ETF shares in Q2 2024, an estimated $11.2K.
  • Allworth Financial first reported a position in Invesco Investment Grade Defensive ETF in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Invesco Investment Grade Defensive ETF position peaked at $11.2K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.