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

Ancora 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
2026 Q1	$246K	Hold	10,000	–	–	0.01%	669
2025 Q4	$248K	Hold	10,000	–	–	0.01%	690
2025 Q3	$248K	Hold	10,000	–	–	0.01%	679
2025 Q2	$247K	Hold	10,000	–	–	0.01%	680
2025 Q1	$245K	Hold	10,000	–	–	0.01%	673
2024 Q4	$242K	Hold	10,000	–	–	0.01%	670
2024 Q3	$248K	Hold	10,000	–	–	0.01%	649
2024 Q2	$240K	Hold	10,000	–	–	0.01%	625
2024 Q1	$241K	Hold	10,000	–	–	0.01%	637
2023 Q4	$243K	Hold	10,000	–	–	0.01%	638
2023 Q3	$234K	Hold	10,000	–	–	0.01%	628
2023 Q2	$238K	Buy	+10,000	New	+$240K	0.01%	613

Other funds holding IIGD

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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Ancora Advisors's IIGD Position: Q1 2026 in Review

Ancora Advisors held its Invesco Investment Grade Defensive ETF (IIGD) position steady in Q1 2026 at 10,000 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #669.

Ancora Advisors first reported a position in IIGD in Q2 2023 and has held it in 12 quarters since. The position peaked at $248K in Q4 2025. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

Ancora Advisors held 10,000 shares of Invesco Investment Grade Defensive ETF worth $246K as of Q1 2026.
Ancora Advisors left its Invesco Investment Grade Defensive ETF share count unchanged in Q1 2026.
Invesco Investment Grade Defensive ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #669 holding.
Ancora Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q2 2023 and has held it in 12 quarters since.
Ancora Advisors's Invesco Investment Grade Defensive ETF position peaked at $248K in Q4 2025.
18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.