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Fortis Group Advisors’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Fortis Group Advisors’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
Q3 		– Sell
-15,212
Closed -$362K – 460
2023
Q2 		$362K Sell
15,212
-65
-0.4% -$1.56K 0.1% 95
2023
Q1 		$370K Buy
+15,277
New +$367K 0.11% 81

Other funds holding IIGD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fortis Group Advisors's IIGD Position: Q3 2023 in Review

Fortis Group Advisors sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q3 2023, closing a stake of 15,212 shares — an estimated $362K sold.

Fortis Group Advisors first reported a position in IIGD in Q1 2023 and held it in 2 quarters. The position peaked at $370K in Q1 2023. 23 funds tracked by Wall St. Rank hold IIGD as of Q3 2023.

  • Fortis Group Advisors reported no remaining Invesco Investment Grade Defensive ETF position as of Q3 2023 after selling out during the quarter.
  • Fortis Group Advisors sold 15,212 Invesco Investment Grade Defensive ETF shares in Q3 2023, an estimated $362K.
  • Fortis Group Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q1 2023 and held it in 2 quarters.
  • Fortis Group Advisors's Invesco Investment Grade Defensive ETF position peaked at $370K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q3 2023.

Based on Fortis Group Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.