BAM
IIGV

Belpointe Asset Management’s Invesco Investment Grade Value ETF IIGV Stock Holding History

Belpointe Asset Management’s Portfolio IIGV Stock Details IIGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-72
Closed -$1.63K – 3902
2022
Q4 		$1.63K Buy
+72
New +$1.61K ﹤0.01% 3323

Other funds holding IIGV

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Belpointe Asset Management's IIGV Position: Q1 2023 in Review

Belpointe Asset Management sold out of Invesco Investment Grade Value ETF (IIGV) in Q1 2023, closing a stake of 72 shares — an estimated $1.63K sold.

Belpointe Asset Management first reported a position in IIGV in Q4 2022 and held it in 1 quarter. The position peaked at $1.63K in Q4 2022. 1 fund tracked by Wall St. Rank holds IIGV as of Q1 2023.

  • Belpointe Asset Management reported no remaining Invesco Investment Grade Value ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 72 Invesco Investment Grade Value ETF shares in Q1 2023, an estimated $1.63K.
  • Belpointe Asset Management first reported a position in Invesco Investment Grade Value ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco Investment Grade Value ETF position peaked at $1.63K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco Investment Grade Value ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.