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

HighTower 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
2026 Q1	$394K	Buy	16,002 +5,000	+45%	+$124K	﹤0.01%	2929
2025 Q4	$273K	Sell	11,002 -10,000	-48%	-$249K	﹤0.01%	3120
2025 Q3	$521K	Hold	21,002	–	–	﹤0.01%	2585
2025 Q2	$519K	Hold	21,002	–	–	﹤0.01%	2489
2025 Q1	$515K	Hold	21,002	–	–	﹤0.01%	2431
2024 Q4	$509K	Sell	21,002 -1,536	-7%	-$37.5K	﹤0.01%	2466
2024 Q3	$558K	Sell	22,538 -477	-2%	-$11.7K	﹤0.01%	2320
2024 Q2	$551K	Sell	23,015 -4,919	-18%	-$118K	﹤0.01%	2248
2024 Q1	$671K	Sell	27,934 -76,415	-73%	-$1.84M	﹤0.01%	2067
2023 Q4	$2.52M	Sell	104,349 -4,196	-4%	-$99.4K	﹤0.01%	1311
2023 Q3	$2.54M	Sell	108,545 -4,105	-4%	-$97.2K	﹤0.01%	1252
2023 Q2	$2.68M	Buy	112,650 +94,975	+537%	+$2.28M	0.01%	1192
2023 Q1	$425K	Buy	+17,675	New	+$424K	﹤0.01%	2217

Other funds holding IIGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

HighTower Advisors's IIGD Position: Q1 2026 in Review

HighTower Advisors increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 45% in Q1 2026, buying an estimated $124K and bringing the position to 16,002 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

HighTower Advisors first reported a position in IIGD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.68M in Q2 2023. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

HighTower Advisors held 16,002 shares of Invesco Investment Grade Defensive ETF worth $394K as of Q1 2026.
HighTower Advisors bought 5,000 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $124K.
Invesco Investment Grade Defensive ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2929 holding.
HighTower Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q1 2023 and has held it in 13 quarters since.
HighTower Advisors's Invesco Investment Grade Defensive ETF position peaked at $2.68M in Q2 2023.
18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.