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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 $376B AUM 19.32% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.63B AUM 16.75% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return