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PWZPWZ
19 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

HighTower Advisors, LLC holds 145,793 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $3.6M as of 2026-Q2. The position was increased (+17.7% shares). PWZ represents 0.0% of HighTower Advisors, LLC's portfolio.

Current Value

$3.6M

Current Shares

145,793

Total Value Change

+$3.2M

Total Shares Change

+129,749

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
145,793
+17.7%
$3.6M0.0%$24.35
31
2026-Q1
Increased
123,870
+52.2%
$3M0.0%$23.57
37
2025-Q4
Increased
81,381
+7.4%
$2M0.0%$23.63
28
2025-Q3
Increased
75,750
+19.9%
$1.8M0.0%$23.18
31
2025-Q2
Increased
63,159
+1.9%
$1.5M0.0%$22.43
26
2025-Q1
Increased
61,990
+8.9%
$1.5M0.0%$22.72
28
2024-Q4
Increased
56,902
+49.2%
$1.4M0.0%$23.33
35
2024-Q3
Increased
38,129
+1.3%
$959,0000.0%$23.51
25
2024-Q2
New
37,654
-
$929,0000.0%$22.92
35
2024-Q1
Exited
0
-100.0%
$00.0%$22.92
0
2023-Q4
Decreased
22,410
-25.5%
$558,0000.0%$22.84
0
2023-Q3
New
30,085
-
$703,0000.0%$21.29
34
2021-Q2
Exited
0
-100.0%
$00.0%$24.14
0
2021-Q1
New
21,382
-
$592,0000.0%$23.63
34
2019-Q4
Exited
0
-100.0%
$00.0%$22.66
0
2019-Q3
Increased
42,275
+66.3%
$1.2M0.0%$22.52
37
2019-Q2
Increased
25,426
+36.3%
$682,0000.0%$21.99
32
2019-Q1
Increased
18,661
+16.3%
$491,0000.0%$21.27
28
2018-Q4
First report
16,044
-
$414,0000.0%$20.71
0

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

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