CIBC Private Wealth Group
IIGD icon

CIBC Private Wealth Group’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-54
Closed -$1.31K – 3181
2024
Q4 		$1.31K Sell
54
-46
-46% -$1.12K ﹤0.01% 2761
2024
Q3 		$2.48K Hold
100
– – ﹤0.01% 2763
2024
Q2 		$2.41K Hold
100
– – ﹤0.01% 2722
2024
Q1 		$2.4K Buy
+100
New +$2.41K ﹤0.01% 2711

Other funds holding IIGD

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
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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 $2.58B AUM 22.97% 1-Year Est. Return

CIBC Private Wealth Group's IIGD Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2025, closing a stake of 54 shares — an estimated $1.31K sold.

CIBC Private Wealth Group first reported a position in IIGD in Q1 2024 and held it in 4 quarters. The position peaked at $2.48K in Q3 2024. 19 funds tracked by Wall St. Rank hold IIGD as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 54 Invesco Investment Grade Defensive ETF shares in Q1 2025, an estimated $1.31K.
  • CIBC Private Wealth Group first reported a position in Invesco Investment Grade Defensive ETF in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Invesco Investment Grade Defensive ETF position peaked at $2.48K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.