Retirement Group’s Invesco Investment Grade Value ETF IIGV Stock Holding History

Retirement Group’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
2020 Q3	–	Sell	-2,716	Closed	-$76K	–	734
2020 Q2	$76K	Buy	+2,716	New	+$73.1K	0.05%	202
2019 Q4	$74K	Buy	+2,716	New	+$73.6K	0.05%	188

Other funds holding IIGV

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IIGV Position: Q3 2020 in Review

Retirement Group sold out of Invesco Investment Grade Value ETF (IIGV) in Q3 2020, closing a stake of 2,716 shares — an estimated $76K sold.

Retirement Group first reported a position in IIGV in Q4 2019 and held it in 2 quarters. The position peaked at $76K in Q2 2020. 6 funds tracked by Wall St. Rank hold IIGV as of Q3 2020.

Retirement Group reported no remaining Invesco Investment Grade Value ETF position as of Q3 2020 after selling out during the quarter.
Retirement Group sold 2,716 Invesco Investment Grade Value ETF shares in Q3 2020, an estimated $76K.
Retirement Group first reported a position in Invesco Investment Grade Value ETF in Q4 2019 and held it in 2 quarters.
Retirement Group's Invesco Investment Grade Value ETF position peaked at $76K in Q2 2020.
6 funds tracked by Wall St. Rank held Invesco Investment Grade Value ETF as of Q3 2020.

Based on Retirement Group's 13F filing for Q3 2020, filed 8 Sep 2021.