Question 1

How many shares of PBW does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 7,451 shares of PBW (INVESCO EXCHANGE TRADED FD T).

Question 2

What is EP Wealth Advisors, LLC's PBW position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's PBW position is worth $290,664.

Question 3

Is EP Wealth Advisors, LLC buying or selling PBW?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC decreased their PBW position (-1.9% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy PBW?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in PBW in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	7,451	-1.9%	$290,664	0.0%	$39.01	0
2026-Q1	Unchanged	7,593	0.0%	$239,787	0.0%	$31.69	0
2025-Q4	Increased	7,593	+5.2%	$231,890	0.0%	$31.07	24
2025-Q2	Decreased	7,217	-4.8%	$143,763	0.0%	$19.62	0
2025-Q1	Decreased	7,577	-4.8%	$119,262	0.0%	$15.88	0
2024-Q4	Decreased	7,957	-12.3%	$159,220	0.0%	$20.32	0
2024-Q3	Decreased	9,077	-36.3%	$181,812	0.0%	$19.73	0