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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 7,254 shares of CSD (INVESCO EXCHANGE TRADED FD T), worth $1.1M as of 2026-Q2. The position was increased (+89.8% shares). CSD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.1M

Current Shares

7,254

Total Value Change

+$850,945

Total Shares Change

+4,449

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,254
+89.8%
$1.1M0.0%$149.75
40
2026-Q1
New
3,822
-
$430,5860.0%$112.67
33
2025-Q4
Exited
0
-100.0%
$00.0%$99.73
0
2025-Q3
Unchanged
2,805
0.0%
$261,1860.0%$92.97
0
2025-Q2
New
2,805
-
$235,3150.0%$83.77
32

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

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