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PWZPWZ
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO EXCH TRADED FD TR II

Integrated Wealth Concepts LLC holds 96,135 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $2.4M as of 2026-Q2. The position was decreased (-3.6% shares). PWZ represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.4M

Current Shares

96,135

Total Value Change

+$1.5M

Total Shares Change

+59,816

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
96,135
-3.6%
$2.4M0.0%$24.27
0
2026-Q1
Increased
99,781
+163.9%
$2.4M0.0%$23.57
42
2025-Q4
Decreased
37,808
-21.6%
$913,4350.0%$23.63
0
2025-Q3
Increased
48,218
+24.9%
$1.2M0.0%$23.18
31
2025-Q2
Increased
38,594
+6.3%
$900,7960.0%$22.43
27
2025-Q1
New
36,319
-
$866,2170.0%$22.72
34

Other major holders of PWZ: Wealthfront Advisers LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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