Jeff Yass’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Jeff Yass’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	$509K	Buy	+20,816	New	+$511K	﹤0.01%	9890
2025 Q1	–	Sell	-16,960	Closed	-$411K	–	12926
2024 Q4	$411K	Sell	16,960 -7,574	-31%	-$185K	﹤0.01%	9150
2024 Q3	$607K	Buy	24,534 +1,484	+6%	+$36.3K	﹤0.01%	7994
2024 Q2	$553K	Sell	23,050 -76,679	-77%	-$1.83M	﹤0.01%	8028
2024 Q1	$2.4M	Buy	99,729 +34,904	+54%	+$841K	﹤0.01%	4947
2023 Q4	$1.57M	Buy	64,825 +2,153	+3%	+$51K	﹤0.01%	5877
2023 Q3	$1.47M	Hold	62,672	–	–	﹤0.01%	5778
2023 Q2	$1.49M	Buy	+62,672	New	+$1.51M	﹤0.01%	5785
2021 Q1	–	Sell	-8,658	Closed	-$234K	–	12504
2020 Q4	$234K	Sell	8,658 -19,711	-69%	-$538K	﹤0.01%	9780
2020 Q3	$776K	Buy	+28,369	New	+$777K	﹤0.01%	6726

Other funds holding IIGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jeff Yass's IIGD Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco Investment Grade Defensive ETF (IIGD) in Q2 2026: 20,816 shares worth $509K. The stake represents ﹤0.01% of the portfolio and ranks #9890 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IIGD as recently as Q4 2024.

Jeff Yass first reported a position in IIGD in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2024. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

Jeff Yass held 20,816 shares of Invesco Investment Grade Defensive ETF worth $509K as of Q2 2026.
Invesco Investment Grade Defensive ETF was a new Jeff Yass position in Q2 2026.
Invesco Investment Grade Defensive ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9890 holding.
Jeff Yass first reported a position in Invesco Investment Grade Defensive ETF in Q3 2020 and has held it in 10 quarters since.
Jeff Yass's Invesco Investment Grade Defensive ETF position peaked at $2.4M in Q1 2024.
20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.