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

Copia 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
2026 Q2	$48.3K	Hold	1,974	–	–	0.03%	218
2026 Q1	$48.5K	Sell	1,974 -1,215	-38%	-$30.1K	0.03%	203
2025 Q4	$79.2K	Hold	3,189	–	–	0.06%	163
2025 Q3	$79.1K	Hold	3,189	–	–	0.06%	154
2025 Q2	$78.7K	Hold	3,189	–	–	0.07%	135
2025 Q1	$78.1K	Hold	3,189	–	–	0.07%	129
2024 Q4	$77.2K	Buy	+3,189	New	+$77.8K	0.07%	120

Other funds holding IIGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Copia Wealth Management's IIGD Position: Q2 2026 in Review

Copia Wealth Management held its Invesco Investment Grade Defensive ETF (IIGD) position steady in Q2 2026 at 1,974 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #218.

Copia Wealth Management first reported a position in IIGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.2K in Q4 2025. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

Copia Wealth Management held 1,974 shares of Invesco Investment Grade Defensive ETF worth $48.3K as of Q2 2026.
Copia Wealth Management left its Invesco Investment Grade Defensive ETF share count unchanged in Q2 2026.
Invesco Investment Grade Defensive ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #218 holding.
Copia Wealth Management first reported a position in Invesco Investment Grade Defensive ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Invesco Investment Grade Defensive ETF position peaked at $79.2K in Q4 2025.
20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.