INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 4,624 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 4,646 Value ($000) $224 Avg Close — Range —
Q1 2025
Shares 5,154 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 19,434 Value ($000) $891 Avg Close — Range —
Q3 2024
Shares 19,949 Value ($000) $929 Avg Close — Range —
Q2 2024
Shares 20,482 Value ($000) $874 Avg Close — Range —
Q1 2024
Shares 7,834 Value ($000) $333 Avg Close — Range —
Q4 2023
Shares 7,449 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 28,495 Value ($000) $1,041 Avg Close — Range —
Q2 2023
Shares 12,076 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 11,655 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 16,761 Value ($000) $644 Avg Close — Range —
Q4 2021
Shares 19,725 Value ($000) $784 Avg Close — Range —
Q3 2021
Shares 16,401 Value ($000) $590 Avg Close — Range —
Q2 2021
Shares 14,787 Value ($000) $536 Avg Close — Range —
Q1 2021
Shares 9,109 Value ($000) $315 Avg Close — Range —