Mariner
IIGD icon

Mariner’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Mariner’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
2023
Q4 		– Sell
-34,327
Closed -$804K – 3115
2023
Q3 		$804K Sell
34,327
-170,080
-83% -$4.03M ﹤0.01% 1451
2023
Q2 		$4.86M Sell
204,407
-2,608
-1% -$62.7K 0.01% 659
2023
Q1 		$5M Buy
+207,015
New +$4.97M 0.01% 634

Other funds holding IIGD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner's IIGD Position: Q4 2023 in Review

Mariner sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q4 2023, closing a stake of 34,327 shares — an estimated $804K sold.

Mariner first reported a position in IIGD in Q1 2023 and held it in 3 quarters. The position peaked at $5M in Q1 2023. 22 funds tracked by Wall St. Rank hold IIGD as of Q4 2023.

  • Mariner reported no remaining Invesco Investment Grade Defensive ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 34,327 Invesco Investment Grade Defensive ETF shares in Q4 2023, an estimated $804K.
  • Mariner first reported a position in Invesco Investment Grade Defensive ETF in Q1 2023 and held it in 3 quarters.
  • Mariner's Invesco Investment Grade Defensive ETF position peaked at $5M in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.