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

Darwin 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
2023
Q2 		– Sell
-12,348
Closed -$298K – 156
2023
Q1 		$298K Buy
+12,348
New +$296K 0.08% 124

Other funds holding IIGD

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Darwin Wealth Management's IIGD Position: Q2 2023 in Review

Darwin Wealth Management sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q2 2023, closing a stake of 12,348 shares — an estimated $298K sold.

Darwin Wealth Management first reported a position in IIGD in Q1 2023 and held it in 1 quarter. The position peaked at $298K in Q1 2023. 26 funds tracked by Wall St. Rank hold IIGD as of Q2 2023.

  • Darwin Wealth Management reported no remaining Invesco Investment Grade Defensive ETF position as of Q2 2023 after selling out during the quarter.
  • Darwin Wealth Management sold 12,348 Invesco Investment Grade Defensive ETF shares in Q2 2023, an estimated $298K.
  • Darwin Wealth Management first reported a position in Invesco Investment Grade Defensive ETF in Q1 2023 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco Investment Grade Defensive ETF position peaked at $298K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2023.

Based on Darwin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.