Core Wealth Advisors (Florida)’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Core Wealth Advisors (Florida)’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	$1.94M	Buy	79,270 +17,015	+27%	+$418K	0.39%	30
2026 Q1	$1.53M	Buy	62,255 +24,494	+65%	+$607K	0.37%	30
2025 Q4	$938K	Buy	37,761 +13,839	+58%	+$344K	0.24%	37
2025 Q3	$594K	Buy	23,922 +9,727	+69%	+$241K	0.15%	49
2025 Q2	$350K	Buy	+14,195	New	+$348K	0.1%	60

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IIGD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 27% in Q2 2026, buying an estimated $418K and bringing the position to 79,270 shares worth $1.94M. The position accounts for 0.39% of the portfolio, ranked #30.

Core Wealth Advisors (Florida) first reported a position in IIGD in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

Core Wealth Advisors (Florida) held 79,270 shares of Invesco Investment Grade Defensive ETF worth $1.94M as of Q2 2026.
Core Wealth Advisors (Florida) bought 17,015 Invesco Investment Grade Defensive ETF shares in Q2 2026, an estimated $418K.
Invesco Investment Grade Defensive ETF made up 0.39% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #30 holding.
Core Wealth Advisors (Florida) first reported a position in Invesco Investment Grade Defensive ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.