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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
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 $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Wealth Solutions's IIGD Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Invesco Investment Grade Defensive ETF (IIGD) stake by 1.1% in Q1 2026, selling an estimated $66.1K and leaving 230,255 shares worth $5.66M. The position accounts for 0.4% of the portfolio, ranked #49.

Evergreen Wealth Solutions first reported a position in IIGD in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.79M in Q4 2025. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

  • Evergreen Wealth Solutions held 230,255 shares of Invesco Investment Grade Defensive ETF worth $5.66M as of Q1 2026.
  • Evergreen Wealth Solutions sold 2,666 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $66.1K.
  • Invesco Investment Grade Defensive ETF made up 0.4% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #49 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco Investment Grade Defensive ETF in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Invesco Investment Grade Defensive ETF position peaked at $5.79M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.