Position history for EP Wealth Advisors, LLC's holdings in INVESCO WILDERHILL
EP Wealth Advisors, LLC holds 7,593 shares of PBW (INVESCO WILDERHILL), worth $239,787 as of 2026-Q1. PBW represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$239,787
Current Shares
7,593
Total Value Change
-$47,275
Total Shares Change
-6,653
Other major holders of PBW: MORGAN STANLEY, AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC
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 |
| 2024-Q2 | Decreased | 14,246 | -2.5% | $287,062 | 0.0% | $19.70 | 0 |