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 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	﹤0.01%	103
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 $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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

LM Advisors's IIGD Position: Q1 2026 in Review

LM Advisors increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 4.8% in Q1 2026, buying an estimated $818 and bringing the position to 721 shares worth $29.3K. The position accounts for 0.46% of the portfolio, ranked #57.

LM Advisors first reported a position in IIGD in Q4 2023 and has held it in 10 quarters since. The position peaked at $873K in Q4 2023. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

LM Advisors held 721 shares of Invesco Investment Grade Defensive ETF worth $29.3K as of Q1 2026.
LM Advisors bought 33 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $818.
Invesco Investment Grade Defensive ETF made up 0.46% of LM Advisors's portfolio in Q1 2026, its #57 holding.
LM Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Invesco Investment Grade Defensive ETF position peaked at $873K in Q4 2023.
18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.