Cetera Investment Advisers
IIGD icon

Cetera Investment Advisers’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Cetera Investment Advisers’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
2024
Q1 		– Sell
-31,136
Closed -$756K – 3718
2023
Q4 		$756K Buy
31,136
+14,910
+92% +$353K 0.01% 1263
2023
Q3 		$380K Hold
16,226
– – ﹤0.01% 1576
2023
Q2 		$386K Buy
+16,226
New +$390K ﹤0.01% 1593

Other funds holding IIGD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Cetera Investment Advisers's IIGD Position: Q1 2024 in Review

Cetera Investment Advisers sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2024, closing a stake of 31,136 shares — an estimated $756K sold.

Cetera Investment Advisers first reported a position in IIGD in Q2 2023 and held it in 3 quarters. The position peaked at $756K in Q4 2023. 23 funds tracked by Wall St. Rank hold IIGD as of Q1 2024.

  • Cetera Investment Advisers reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 31,136 Invesco Investment Grade Defensive ETF shares in Q1 2024, an estimated $756K.
  • Cetera Investment Advisers first reported a position in Invesco Investment Grade Defensive ETF in Q2 2023 and held it in 3 quarters.
  • Cetera Investment Advisers's Invesco Investment Grade Defensive ETF position peaked at $756K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.