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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
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
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

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.