IWC
LVL

Integrated Wealth Concepts’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

Integrated Wealth Concepts’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,720
Closed -$155K – 493
2019
Q4 		$155K Buy
12,720
+1,032
+9% +$12.4K 0.01% 462
2019
Q3 		$138K Buy
11,688
+264
+2% +$3.09K 0.02% 416
2019
Q2 		$135K Buy
+11,424
New +$132K 0.02% 374

Integrated Wealth Concepts's LVL Position: Q1 2020 in Review

Integrated Wealth Concepts sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2020, closing a stake of 12,720 shares — an estimated $155K sold.

Integrated Wealth Concepts first reported a position in LVL in Q2 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 0 funds tracked by Wall St. Rank hold LVL as of Q1 2020.

  • Integrated Wealth Concepts reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,720 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2020, an estimated $155K.
  • Integrated Wealth Concepts first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q2 2019 and held it in 3 quarters.
  • Integrated Wealth Concepts's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $155K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2020.

Based on Integrated Wealth Concepts's 13F filing for Q1 2020, filed 18 May 2020.