LPL Financial
IIGD icon

LPL Financial’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

LPL Financial’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 		$6.23M Buy
253,182
+19,754
+8% +$490K ﹤0.01% 2431
2025
Q4 		$5.8M Buy
233,428
+7,726
+3% +$192K ﹤0.01% 2405
2025
Q3 		$5.6M Buy
225,702
+67,039
+42% +$1.66M ﹤0.01% 2364
2025
Q2 		$3.92M Buy
158,663
+45,787
+41% +$1.12M ﹤0.01% 2512
2025
Q1 		$2.77M Buy
112,876
+7,339
+7% +$179K ﹤0.01% 2655
2024
Q4 		$2.56M Sell
105,537
-8,598
-8% -$210K ﹤0.01% 2646
2024
Q3 		$2.83M Sell
114,135
-1,520
-1% -$37.2K ﹤0.01% 2417
2024
Q2 		$2.77M Buy
115,655
+5,203
+5% +$124K ﹤0.01% 2328
2024
Q1 		$2.66M Sell
110,452
-874
-0.8% -$21.1K ﹤0.01% 2286
2023
Q4 		$2.7M Sell
111,326
-24,414
-18% -$578K ﹤0.01% 2154
2023
Q3 		$3.18M Sell
135,740
-71,341
-34% -$1.69M ﹤0.01% 1912
2023
Q2 		$4.92M Sell
207,081
-142,295
-41% -$3.42M ﹤0.01% 1575
2023
Q1 		$8.44M Buy
349,376
+220,913
+172% +$5.3M 0.01% 1195
2022
Q4 		$3.07M Sell
128,463
-1,100
-0.8% -$26.1K ﹤0.01% 1764
2022
Q3 		$3.06M Buy
129,563
+3,365
+3% +$81.8K ﹤0.01% 1700
2022
Q2 		$3.07M Buy
126,198
+36,204
+40% +$887K ﹤0.01% 1710
2022
Q1 		$2.25M Sell
89,994
-199,653
-69% -$5.09M ﹤0.01% 1971
2021
Q4 		$7.58M Buy
289,647
+186,807
+182% +$4.93M 0.01% 1183
2021
Q3 		$2.74M Buy
102,840
+16,354
+19% +$437K ﹤0.01% 1820
2021
Q2 		$2.31M Sell
86,486
-6,116
-7% -$163K ﹤0.01% 1861
2021
Q1 		$2.46M Sell
92,602
-1,484
-2% -$39.8K ﹤0.01% 1701
2020
Q4 		$2.54M Sell
94,086
-15,908
-14% -$434K ﹤0.01% 1515
2020
Q3 		$3.01M Buy
109,994
+71,671
+187% +$1.96M ﹤0.01% 1227
2020
Q2 		$1.05M Buy
+38,323
New +$1.03M ﹤0.01% 1785

Other funds holding IIGD

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
SC
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
TC
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's IIGD Position: Q1 2026 in Review

LPL Financial increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 8.5% in Q1 2026, buying an estimated $490K and bringing the position to 253,182 shares worth $6.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

LPL Financial first reported a position in IIGD in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.44M in Q1 2023. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

  • LPL Financial held 253,182 shares of Invesco Investment Grade Defensive ETF worth $6.23M as of Q1 2026.
  • LPL Financial bought 19,754 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $490K.
  • Invesco Investment Grade Defensive ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2431 holding.
  • LPL Financial first reported a position in Invesco Investment Grade Defensive ETF in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Invesco Investment Grade Defensive ETF position peaked at $8.44M in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.