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Axxcess Wealth Management’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Axxcess Wealth Management’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
2023
Q1 		– Sell
-9,500
Closed -$227K – 664
2022
Q4 		$227K Buy
+9,500
New +$226K 0.02% 519

Other funds holding IIGD

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Axxcess Wealth Management's IIGD Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2023, closing a stake of 9,500 shares — an estimated $227K sold.

Axxcess Wealth Management first reported a position in IIGD in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 21 funds tracked by Wall St. Rank hold IIGD as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,500 Invesco Investment Grade Defensive ETF shares in Q1 2023, an estimated $227K.
  • Axxcess Wealth Management first reported a position in Invesco Investment Grade Defensive ETF in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco Investment Grade Defensive ETF position peaked at $227K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.