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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Copia Wealth Management's IIGD Position: Q1 2026 in Review

Copia Wealth Management reduced its Invesco Investment Grade Defensive ETF (IIGD) stake by 38% in Q1 2026, selling an estimated $30.1K and leaving 1,974 shares worth $48.5K. The position accounts for 0.03% of the portfolio, ranked #203.

Copia Wealth Management first reported a position in IIGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $79.2K in Q4 2025. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

  • Copia Wealth Management held 1,974 shares of Invesco Investment Grade Defensive ETF worth $48.5K as of Q1 2026.
  • Copia Wealth Management sold 1,215 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $30.1K.
  • Invesco Investment Grade Defensive ETF made up 0.03% of Copia Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Copia Wealth Management first reported a position in Invesco Investment Grade Defensive ETF in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Invesco Investment Grade Defensive ETF position peaked at $79.2K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.