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Essential Planning’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Essential Planning’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
-15,730
Closed -$384K – 175
2024
Q4 		$384K Buy
+15,730
New +$384K ﹤0.01% 287

Other funds holding IIGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Essential Planning's IIGD Position: Q1 2025 in Review

Essential Planning sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2025, closing a stake of 15,730 shares — an estimated $384K sold.

Essential Planning first reported a position in IIGD in Q4 2024 and held it in 1 quarter. The position peaked at $384K in Q4 2024. 19 funds tracked by Wall St. Rank hold IIGD as of Q1 2025.

  • Essential Planning reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 15,730 Invesco Investment Grade Defensive ETF shares in Q1 2025, an estimated $384K.
  • Essential Planning first reported a position in Invesco Investment Grade Defensive ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Invesco Investment Grade Defensive ETF position peaked at $384K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.