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Invesco INV Grade Defensive (IIGD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares161,694 from 189,612
Change-27,918 (-15%)
Value$3.8M (-$791.4K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares33,024 from 33,124
Change-100 (0%)
Value$785.4K (-$24.6K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares24,683 from 25,648
Change-965 (-4%)
Value$587.0K (-$40.2K)
Filed 2026-10-20
Collier Financial
DECREASED
Shares3,926 from 4,530
Change-604 (-13%)
Value$93.4K (-$17.4K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares273 from 270
Change+3 (+1%)
Value$6.5K (-$113)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$119 (-$3)
Filed 2026-11-02
Scotia Capital Inc.
N/A
Shares— from 92,105
Change-92,105 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 79,270
Change-79,270 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,170
Change-57,170 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,491
Change-37,491 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,747
Change-33,747 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,816
Change-20,816 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
DECREASED161,694189,612-27,918-15%$4.6M$3.8M-$791.4K2026-11-06
Trilogy Capital Inc.
DECREASED33,02433,124-1000%$810.0K$785.4K-$24.6K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED24,68325,648-965-4%$627.2K$587.0K-$40.2K2026-10-20
Collier Financial
DECREASED3,9264,530-604-13%$110.8K$93.4K-$17.4K2026-11-06
Silver Grove Financial Group, Inc.
INCREASED273270+3+1%$6.6K$6.5K-$1132026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED5500%$122$119-$32026-11-02
Scotia Capital Inc.
N/A—92,105-92,105-100%$2.3M———
Core Wealth Advisors, Inc.
N/A—79,270-79,270-100%$1.9M———
Citadel Advisors LLC
N/A—57,170-57,170-100%$1.4M———
Osaic Holdings, Inc.
N/A—37,491-37,491-100%$916.9K———
Jane Street Group, LLC
N/A—33,747-33,747-100%$825.3K———
LM Advisors LLC
N/A—30,814-30,814-100%$754.0K———
Susquehanna International Group, LLP
N/A—20,816-20,816-100%$509.1K———
HighTower Advisors, LLC
N/A—16,002-16,002-100%$391.3K———
Goldman Sachs Group Inc
N/A—11,075-11,075-100%$270.8K———
Ancora Advisors LLCA
N/A—10,000-10,000-100%$244.6K———
Harbour Investments, Inc.
N/A—3,030-3,030-100%$74.1K———
Copia Wealth Management
N/A—1,974-1,974-100%$48.3K———
Glen Eagle Advisors, LLC
N/A—536-536-100%$13.1K———
Morgan Stanley
N/A—3-3-100%$87———
Showing 20 of 20 institutions