OPWM
IIGV

Oxinas Partners Wealth Management’s Invesco Investment Grade Value ETF IIGV Stock Holding History

Oxinas Partners Wealth Management’s Portfolio IIGV Stock Details IIGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-328,932
Closed -$8.87M – 152
2021
Q4 		$8.87M Sell
328,932
-2,134
-0.6% -$58K 5.06% 2
2021
Q3 		$9.07M Buy
+331,066
New +$9.18M 5.27% 2

Other funds holding IIGV

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Oxinas Partners Wealth Management's IIGV Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of Invesco Investment Grade Value ETF (IIGV) in Q1 2022, closing a stake of 328,932 shares — an estimated $8.87M sold.

Oxinas Partners Wealth Management first reported a position in IIGV in Q3 2021 and held it in 2 quarters. The position peaked at $9.07M in Q3 2021. 8 funds tracked by Wall St. Rank hold IIGV as of Q1 2022.

  • Oxinas Partners Wealth Management reported no remaining Invesco Investment Grade Value ETF position as of Q1 2022 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 328,932 Invesco Investment Grade Value ETF shares in Q1 2022, an estimated $8.87M.
  • Oxinas Partners Wealth Management first reported a position in Invesco Investment Grade Value ETF in Q3 2021 and held it in 2 quarters.
  • Oxinas Partners Wealth Management's Invesco Investment Grade Value ETF position peaked at $9.07M in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Invesco Investment Grade Value ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.