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CSDCSD
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO EXCHANGE TRADED FD T

Integrated Wealth Concepts LLC holds 7,619 shares of CSD (INVESCO EXCHANGE TRADED FD T), worth $1.1M as of 2026-Q2. The position was increased (+99.3% shares). CSD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.1M

Current Shares

7,619

Total Value Change

+$905,582

Total Shares Change

+4,814

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,619
+99.3%
$1.1M0.0%$149.75
41
2026-Q1
New
3,822
-
$430,5860.0%$117.04
33
2025-Q4
Exited
0
-100.0%
$00.0%$100.95
0
2025-Q3
Unchanged
2,805
0.0%
$261,1860.0%$92.03
0
2025-Q2
New
2,805
-
$235,3150.0%$83.84
32

Other major holders of CSD: Steward Partners Investment Advisory, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, Private Advisor Group, LLC

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