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IUSIUS
10 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Integrated Wealth Concepts LLC holds 39,986 shares of IUS (INVESCO EXCH TRD SLF IDX FD), worth $2.6M as of 2026-Q2. The position was increased (+261.8% shares). IUS represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.6M

Current Shares

39,986

Total Value Change

+$2.1M

Total Shares Change

+29,425

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
39,986
+261.8%
$2.6M0.0%$65.58
42
2026-Q1
New
11,052
-
$640,0410.0%$59.87
34
2025-Q4
Exited
0
-100.0%
$00.0%$57.55
0
2025-Q3
Decreased
11,092
-0.6%
$612,3950.0%$54.83
0
2025-Q2
Increased
11,157
+0.1%
$574,5860.0%$50.92
24
2025-Q1
Decreased
11,140
-0.0%
$549,8580.0%$48.37
0
2024-Q4
Decreased
11,143
-0.0%
$553,4610.0%$48.83
0
2024-Q3
Increased
11,148
+4.3%
$560,7510.0%$49.15
25
2024-Q2
Increased
10,692
+1.2%
$507,1360.0%$46.30
24
2024-Q1
New
10,561
-
$501,2250.0%$46.16
33

Other major holders of IUS: LPL Financial LLC

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