Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

PDNPDN
5 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

EP Wealth Advisors, LLC holds 196,908 shares of PDN (INVESCO EXCH TRADED FD TR II), worth $8.9M as of 2026-Q2. This is a new position. PDN represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$8.9M

Current Shares

196,908

Total Value Change

+$8.7M

Total Shares Change

+190,887

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
196,908
-
$8.9M0.0%$44.98
38
2025-Q4
Exited
0
-100.0%
$00.0%$42.32
0
2025-Q2
Decreased
5,737
-4.9%
$223,2670.0%$37.92
0
2025-Q1
Increased
6,034
+0.2%
$201,9980.0%$32.77
23
2024-Q4
New
6,021
-
$190,3840.0%$30.64
31

Other major holders of PDN: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used