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

LM 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 Q2	$754K	Buy	30,814 +30,093	+4,174%	+$739K	0.09%	127
2026 Q1	$29.3K	Buy	721 +33	+5%	+$818	0.46%	57
2025 Q4	$27.7K	Sell	688 -27,806	-98%	-$691K	0.5%	53
2025 Q3	$707K	Hold	28,494	–	–	0.1%	110
2025 Q2	$704K	Hold	28,494	–	–	0.09%	104
2025 Q1	$698K	Sell	28,494 -5,156	-15%	-$125K	0.13%	128
2024 Q4	$815K	Hold	33,650	–	–	0.15%	103
2024 Q3	$833K	Sell	33,650 -831	-2%	-$20.4K	0.17%	87
2024 Q2	$827K	Sell	34,481 -1,461	-4%	-$34.9K	0.15%	97
2024 Q1	$865K	Hold	35,942	–	–	0.14%	106
2023 Q4	$873K	Buy	+35,942	New	+$851K	0.18%	82

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 40.89% 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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LM Advisors's IIGD Position: Q2 2026 in Review

LM Advisors increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 4,174% in Q2 2026, buying an estimated $739K and bringing the position to 30,814 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #127.

LM Advisors first reported a position in IIGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q4 2023. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

LM Advisors held 30,814 shares of Invesco Investment Grade Defensive ETF worth $754K as of Q2 2026.
LM Advisors bought 30,093 Invesco Investment Grade Defensive ETF shares in Q2 2026, an estimated $739K.
Invesco Investment Grade Defensive ETF made up 0.09% of LM Advisors's portfolio in Q2 2026, its #127 holding.
LM Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's Invesco Investment Grade Defensive ETF position peaked at $873K in Q4 2023.
20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.