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PWZPWZ
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCH TRADED FD TR II

LPL Financial LLC holds 682,964 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $16.7M as of 2026-Q2. The position was increased (+7.8% shares). PWZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$16.7M

Current Shares

682,964

Total Value Change

+$16.3M

Total Shares Change

+664,046

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
682,964
+7.8%
$16.7M0.0%$24.43
30
2026-Q1
Increased
633,869
+6.2%
$15.1M0.0%$23.57
30
2025-Q4
Increased
597,009
+1.1%
$14.4M0.0%$23.63
28
2025-Q3
Increased
590,532
+1.4%
$14.1M0.0%$23.18
28
2025-Q2
Increased
582,260
+0.7%
$13.6M0.0%$22.43
28
2025-Q1
Increased
578,075
+4.5%
$13.8M0.0%$22.72
29
2024-Q4
Increased
552,990
+8.5%
$13.7M0.0%$23.33
30
2024-Q3
Increased
509,689
+28.6%
$12.8M0.0%$23.51
35
2024-Q2
Decreased
396,441
-1.2%
$9.8M0.0%$22.92
0
2024-Q1
Increased
401,154
+29.7%
$10M0.0%$22.92
35
2023-Q4
Increased
309,260
+5.3%
$7.7M0.0%$22.84
29
2023-Q3
Increased
293,783
+31.6%
$6.9M0.0%$21.29
35
2023-Q2
Increased
223,295
+15.8%
$5.5M0.0%$22.19
31
2023-Q1
Increased
192,863
+19.8%
$4.8M0.0%$22.15
32
2022-Q4
Decreased
160,952
-12.1%
$3.9M0.0%$21.44
0
2022-Q3
Decreased
182,996
-11.3%
$4.2M0.0%$20.43
0
2022-Q2
Increased
206,367
+9.7%
$5M0.0%$21.31
30
2022-Q1
Decreased
188,209
-10.4%
$4.9M0.0%$22.48
0
2021-Q4
Decreased
210,126
-2.3%
$5.9M0.0%$24.18
0
2021-Q3
Increased
215,098
+7.6%
$6M0.0%$23.92
29
2021-Q2
Increased
199,953
+53.3%
$5.6M0.0%$24.14
38
2021-Q1
Increased
130,423
+3.5%
$3.6M0.0%$23.63
28
2020-Q4
Decreased
125,991
-12.6%
$3.5M0.0%$23.77
0
2020-Q3
Increased
144,217
+96.3%
$4M0.0%$23.30
43
2020-Q2
Increased
73,469
+3.3%
$2M0.0%$22.90
27
2020-Q1
Increased
71,147
+10.5%
$1.9M0.0%$22.49
29
2019-Q4
Increased
64,397
+11.5%
$1.8M0.0%$22.66
29
2019-Q3
Increased
57,740
+11.9%
$1.6M0.0%$22.52
29
2019-Q2
Increased
51,602
+132.3%
$1.4M0.0%$21.99
41
2019-Q1
Increased
22,214
+17.4%
$585,0000.0%$21.27
28
2018-Q4
First report
18,918
-
$488,0000.0%$20.71
0

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

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