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

As of 2026-Q2, EP Wealth Advisors, LLC holds 10,946 shares of CZA (INVESCO EXCHANGE TRADED FD T).

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

As of 2026-Q2, EP Wealth Advisors, LLC's CZA position is worth $1.3M.

In 2026-Q2, EP Wealth Advisors, LLC decreased their CZA position (-1.0% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in CZA in 2018-Q4. They have held the position across 30 quarters.

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

Current Value

$1.3M

Current Shares

10,946

Total Value Change

-$754,770

Total Shares Change

-24,603

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	10,946	-1.0%	$1.3M	0.0%	$122.62	0
2026-Q1	Decreased	11,053	-3.1%	$1.2M	0.0%	$116.75	0
2025-Q4	Decreased	11,407	-6.5%	$1.3M	0.0%	$111.81	0
2025-Q2	Decreased	12,203	-39.0%	$1.3M	0.0%	$104.76	0
2025-Q1	Decreased	20,018	-1.6%	$2.1M	0.0%	$101.65	0
2024-Q4	Unchanged	20,342	0.0%	$2.1M	0.0%	$102.23	0
2024-Q3	Unchanged	20,342	0.0%	$2.2M	0.0%	$105.14	0
2024-Q2	Decreased	20,342	-1.9%	$2M	0.0%	$94.95	0
2024-Q1	Unchanged	20,737	0.0%	$2.1M	0.0%	$98.89	0
2023-Q4	Decreased	20,737	-1.6%	$1.9M	0.0%	$91.22	0
2023-Q3	Increased	21,063	+270.6%	$1.8M	0.0%	$81.71	42
2023-Q2	Decreased	5,683	-71.7%	$2.1M	0.0%	$84.75	0
2023-Q1	Decreased	20,076	-15.1%	$1.3M	0.0%	$82.61	0
2022-Q4	Unchanged	23,649	0.0%	$2.1M	0.0%	$85.26	0
2022-Q3	Decreased	23,649	-4.1%	$1.9M	0.0%	$76.18	0
2022-Q2	Unchanged	24,649	0.0%	$2.1M	0.0%	$79.26	0
2022-Q1	Decreased	24,649	-3.4%	$2.3M	0.1%	$90.36	0
2021-Q4	Increased	25,510	+1.1%	$2.5M	0.1%	$90.40	26
2021-Q3	Unchanged	25,236	0.0%	$2.3M	0.1%	$85.10	0
2021-Q2	Decreased	25,236	-14.1%	$2.3M	0.1%	$83.95	0
2021-Q1	Decreased	29,374	-0.1%	$2.5M	0.1%	$78.76	0
2020-Q4	Increased	29,412	+0.7%	$2.2M	0.1%	$70.69	26
2020-Q3	Decreased	29,211	-0.6%	$1.9M	0.1%	$60.37	0
2020-Q2	Decreased	29,388	-6.7%	$1.8M	0.1%	$55.54	0
2020-Q1	Decreased	31,496	-0.3%	$1.7M	0.1%	$49.12	0
2019-Q4	Increased	31,603	+2.6%	$2.4M	0.1%	$70.74	32
2019-Q3	Increased	30,798	+0.7%	$2.2M	0.1%	$65.94	31
2019-Q2	Decreased	30,588	-7.4%	$2.2M	0.1%	$64.98	0
2019-Q1	Decreased	33,028	-7.1%	$2.3M	0.2%	$61.88	0
2018-Q4	New	35,549	-	$2.1M	0.2%	$53.07	43