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Showing 7 of 28 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Yes. EP Wealth Advisors holds 7,451 shares of PBW, worth $290,664, as of its Q2 2026 13F filing. It reduced the position by 142 shares (-1.9%) from Q1 2026. EP Wealth Advisors has held PBW since Q2 2019, across 28 quarterly 13F filings.

Current Value

$290,664

Current Shares

7,451

Total Value Change

+$108,852

Total Shares Change

-1,626

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,451
-1.9%
$290,6640.0%$38.66
0
2026-Q1
Unchanged
7,593
0.0%
$239,7870.0%$31.12
0
2025-Q4
Increased
7,593
+5.2%
$231,8900.0%$30.06
24
2025-Q2
Decreased
7,217
-4.8%
$143,7630.0%$19.48
0
2025-Q1
Decreased
7,577
-4.8%
$119,2620.0%$15.36
0
2024-Q4
Decreased
7,957
-12.3%
$159,2200.0%$19.53
0
2024-Q3
Decreased
9,077
-36.3%
$181,8120.0%$19.34
0

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