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Invesco Investment Grade Defen etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Invesco Investment Grade Defen etf (IIGD) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Invesco Investment Grade Defen etf

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All positions including Invesco Investment Grade Defen etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Investment Grade Defen etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 105k 24.76
2024-06-30 $2.5M 105k 23.98
2024-03-31 $2.5M 105k 24.06

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Invesco Investment Grade Defen etf

Bank of New York Mellon
LPL Financial
Atria Wealth Solutions
Citadel Advisors
Goss Wealth Management
Scotia Capital
Old Mission Capital
LM Advisors
Prime Capital Investment Advisors
Susquehanna International
HighTower Advisors
Trilogy Capital
Jane Street
Ancora Advisors
Harbour Investments

View all funds holding Invesco Investment Grade Defen etf