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Evergreen Wealth Solutions’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Evergreen Wealth Solutions’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 		– Sell
-230,255
Closed -$5.66M – 520
2026
Q1 		$5.66M Sell
230,255
-2,666
-1% -$66.1K 0.4% 49
2025
Q4 		$5.79M Buy
+232,921
New +$5.79M 0.81% 23

Other funds holding IIGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LA
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evergreen Wealth Solutions's IIGD Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q2 2026, closing a stake of 230,255 shares — an estimated $5.66M sold.

Evergreen Wealth Solutions first reported a position in IIGD in Q4 2025 and held it in 2 quarters. The position peaked at $5.79M in Q4 2025. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining Invesco Investment Grade Defensive ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 230,255 Invesco Investment Grade Defensive ETF shares in Q2 2026, an estimated $5.66M.
  • Evergreen Wealth Solutions first reported a position in Invesco Investment Grade Defensive ETF in Q4 2025 and held it in 2 quarters.
  • Evergreen Wealth Solutions's Invesco Investment Grade Defensive ETF position peaked at $5.79M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.