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Atria Wealth Solutions’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.85M Hold
75,000
– – 0.04% 438
2025
Q1 		$1.84M Sell
75,000
-20,000
-21% -$486K 0.02% 665
2024
Q4 		$2.3M Sell
95,000
-10,000
-10% -$244K 0.03% 595
2024
Q3 		$2.6M Hold
105,000
– – 0.03% 534
2024
Q2 		$2.52M Hold
105,000
– – 0.03% 559
2024
Q1 		$2.53M Buy
+105,000
New +$2.53M 0.03% 566

Other funds holding IIGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Wealth Solutions's IIGD Position: Q2 2025 in Review

Atria Wealth Solutions held its Invesco Investment Grade Defensive ETF (IIGD) position steady in Q2 2025 at 75,000 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #438.

Atria Wealth Solutions first reported a position in IIGD in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q3 2024. 22 funds tracked by Wall St. Rank hold IIGD as of Q2 2025.

  • Atria Wealth Solutions held 75,000 shares of Invesco Investment Grade Defensive ETF worth $1.85M as of Q2 2025.
  • Atria Wealth Solutions left its Invesco Investment Grade Defensive ETF share count unchanged in Q2 2025.
  • Invesco Investment Grade Defensive ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #438 holding.
  • Atria Wealth Solutions first reported a position in Invesco Investment Grade Defensive ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Invesco Investment Grade Defensive ETF position peaked at $2.6M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.