UBS Group
IIGD icon

UBS Group’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

UBS Group’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
-72
Closed -$1.79K – 10810
2025
Q4 		$1.79K Buy
+72
New +$1.79K ﹤0.01% 9472
2025
Q1 		– Sell
-82
Closed -$1.98K – 10460
2024
Q4 		$1.98K Sell
82
-1,019
-93% -$24.9K ﹤0.01% 9126
2024
Q3 		$27.3K Buy
1,101
+117
+12% +$2.86K ﹤0.01% 7169
2024
Q2 		$23.6K Buy
984
+664
+208% +$15.9K ﹤0.01% 7198
2024
Q1 		$7.7K Buy
+320
New +$7.71K ﹤0.01% 7366
2023
Q4 		– Sell
-1,106
Closed -$25.9K – 9579
2023
Q3 		$25.9K Buy
1,106
+340
+44% +$8.05K ﹤0.01% 6670
2023
Q2 		$18.2K Sell
766
-2,015
-72% -$48.4K ﹤0.01% 6916
2023
Q1 		$67.2K Buy
+2,781
New +$66.7K ﹤0.01% 6217
2022
Q4 		– Sell
-831
Closed -$20K – 10904
2022
Q3 		$20K Buy
831
+284
+52% +$6.9K ﹤0.01% 7395
2022
Q2 		$13K Buy
+547
New +$13.4K ﹤0.01% 7512
2022
Q1 		– Sell
-848
Closed -$22K – 10536
2021
Q4 		$22K Buy
848
+625
+280% +$16.5K ﹤0.01% 7727
2021
Q3 		$6K Sell
223
-2,130
-91% -$57K ﹤0.01% 8425
2021
Q2 		$63K Buy
2,353
+1,223
+108% +$32.6K ﹤0.01% 6226
2021
Q1 		$30K Buy
+1,130
New +$30.3K ﹤0.01% 7012
2020
Q2 		– Sell
-333
Closed -$9K – 8135
2020
Q1 		$9K Buy
+333
New +$8.76K ﹤0.01% 6991
2019
Q3 		– Sell
-13
Closed – – 8113
2019
Q2 		$0 Sell
13
-293
-96% -$7.52K ﹤0.01% 7994
2019
Q1 		$8K Buy
+306
New +$7.74K ﹤0.01% 6940

Other funds holding IIGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Evergreen Wealth Solutions
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Core Wealth Advisors (Florida)
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
LM Advisors
LM Advisors San Diego, California $866M AUM 28.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's IIGD Position: Q1 2026 in Review

UBS Group sold out of Invesco Investment Grade Defensive ETF (IIGD) in Q1 2026, closing a stake of 72 shares — an estimated $1.79K sold.

UBS Group first reported a position in IIGD in Q1 2019 and held it in 17 quarters. The position peaked at $67.2K in Q1 2023. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

  • UBS Group reported no remaining Invesco Investment Grade Defensive ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 72 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $1.79K.
  • UBS Group first reported a position in Invesco Investment Grade Defensive ETF in Q1 2019 and held it in 17 quarters.
  • UBS Group's Invesco Investment Grade Defensive ETF position peaked at $67.2K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.