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

NewEdge 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	–	Sell	-49,463	Closed	-$1.23M	–	4268
2025 Q4	$1.23M	Buy	49,463 +515	+1%	+$12.8K	﹤0.01%	1353
2025 Q3	$1.21M	Sell	48,948 -1,979	-4%	-$49K	0.01%	1287
2025 Q2	$1.26M	Buy	50,927 +323	+0.6%	+$7.92K	0.01%	1165
2025 Q1	$1.24M	Sell	50,604 -1,388	-3%	-$33.8K	0.01%	1074
2024 Q4	$1.26M	Buy	51,992 +1,465	+3%	+$35.7K	0.01%	1050
2024 Q3	$1.25M	Sell	50,527 -322	-0.6%	-$7.88K	0.01%	1001
2024 Q2	$1.22M	Sell	50,849 -64,561	-56%	-$1.54M	0.01%	977
2024 Q1	$2.78M	Sell	115,410 -2,069	-2%	-$49.9K	0.02%	577
2023 Q4	$2.83M	Buy	117,479 +53,799	+84%	+$1.27M	0.03%	545
2023 Q3	$1.49M	Sell	63,680 -58,142	-48%	-$1.38M	0.02%	694
2023 Q2	$2.9M	Sell	121,822 -8,855	-7%	-$213K	0.03%	464
2023 Q1	$3.16M	Buy	+130,677	New	+$3.14M	0.04%	400

Other funds holding IIGD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 28.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

NewEdge Advisors's IIGD Position: Q1 2026 in Review

NewEdge Advisors sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2026, closing a stake of 49,463 shares — an estimated $1.23M sold.

NewEdge Advisors first reported a position in IIGD in Q1 2023 and held it in 12 quarters. The position peaked at $3.16M in Q1 2023. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

NewEdge Advisors reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 49,463 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $1.23M.
NewEdge Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q1 2023 and held it in 12 quarters.
NewEdge Advisors's Invesco Investment Grade Defensive ETF position peaked at $3.16M in Q1 2023.
18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.