PCIA
IIGD icon

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

Prime Capital Investment 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
Q2 		$627K Buy
25,648
+267
+1% +$6.55K 0.01% 634
2026
Q1 		$624K Sell
25,381
-2,442
-9% -$60.6K 0.01% 616
2025
Q4 		$691K Sell
27,823
-1,381
-5% -$34.3K 0.01% 569
2025
Q3 		$725K Buy
29,204
+296
+1% +$7.33K 0.01% 546
2025
Q2 		$714K Sell
28,908
-101
-0.3% -$2.48K 0.01% 536
2025
Q1 		$711K Buy
29,009
+288
+1% +$7K 0.01% 572
2024
Q4 		$695K Buy
28,721
+189
+0.7% +$4.61K 0.01% 492
2024
Q3 		$706K Hold
28,532
– – 0.01% 511
2024
Q2 		$684K Sell
28,532
-13,553
-32% -$324K 0.01% 505
2024
Q1 		$1.01M Hold
42,085
– – 0.01% 470
2023
Q4 		$1.02M Hold
42,085
– – 0.02% 428
2023
Q3 		$986K Sell
42,085
-22,488
-35% -$532K 0.02% 343
2023
Q2 		$1.54M Buy
+64,573
New +$1.55M 0.03% 292

Other funds holding IIGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CF
Collier Financial Denver, Colorado $146M AUM 14.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Prime Capital Investment Advisors's IIGD Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 1.1% in Q2 2026, buying an estimated $6.55K and bringing the position to 25,648 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #634.

Prime Capital Investment Advisors first reported a position in IIGD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2023. 10 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

  • Prime Capital Investment Advisors held 25,648 shares of Invesco Investment Grade Defensive ETF worth $627K as of Q2 2026.
  • Prime Capital Investment Advisors bought 267 Invesco Investment Grade Defensive ETF shares in Q2 2026, an estimated $6.55K.
  • Invesco Investment Grade Defensive ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #634 holding.
  • Prime Capital Investment Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q2 2023 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's Invesco Investment Grade Defensive ETF position peaked at $1.54M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.