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American Portfolios Advisors’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

American Portfolios Advisors’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
2021
Q2 		– Sell
-3,659
Closed -$97.2K – 3430
2021
Q1 		$97.2K Buy
3,659
+915
+33% +$24.5K ﹤0.01% 1328
2020
Q4 		$74.1K Sell
2,744
-1,284
-32% -$35K ﹤0.01% 1272
2020
Q3 		$110K Hold
4,028
– – 0.01% 1027
2020
Q2 		$110K Buy
+4,028
New +$109K 0.01% 964

Other funds holding IIGD

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's IIGD Position: Q2 2021 in Review

American Portfolios Advisors sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q2 2021, closing a stake of 3,659 shares — an estimated $97.2K sold.

American Portfolios Advisors first reported a position in IIGD in Q2 2020 and held it in 4 quarters. The position peaked at $110K in Q2 2020. 16 funds tracked by Wall St. Rank hold IIGD as of Q2 2021.

  • American Portfolios Advisors reported no remaining Invesco Investment Grade Defensive ETF position as of Q2 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 3,659 Invesco Investment Grade Defensive ETF shares in Q2 2021, an estimated $97.2K.
  • American Portfolios Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q2 2020 and held it in 4 quarters.
  • American Portfolios Advisors's Invesco Investment Grade Defensive ETF position peaked at $110K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.