Ownership history in Integrated Wealth Concepts LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Invesco Strategic US (IUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 11,092 | -65 | -0.6% | 0.01% | $612K | $55.01 |
| 2025 Q2 | ADDED | 11,157 | +17 | +0.2% | 0.01% | $575K | $51.11 |
| 2025 Q1 | REDUCED | 11,140 | -3 | -0.0% | 0.01% | $550K | $48.79 |
| 2024 Q4 | REDUCED | 11,143 | -5 | -0.0% | 0.01% | $553K | $48.88 |
| 2024 Q3 | ADDED | 11,148 | +456 | +4.3% | 0.01% | $561K | $49.31 |
| 2024 Q2 | ADDED | 10,692 | +131 | +1.2% | 0.01% | $507K | $46.30 |
| 2024 Q1 | INITIATED | 10,561 | — | — | 0.01% | $501K | — |
As of 2025 Q4 — sorted by position size