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PDNPDN
5 quarters

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

Yes. EP Wealth Advisors holds 196,908 shares of PDN, worth $8.9M, as of its Q2 2026 13F filing. It opened the position in Q2 2026.

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%$44.69
38
2025-Q4
Exited
0
-100.0%
$00.0%$41.25
0
2025-Q2
Decreased
5,737
-4.9%
$223,2670.0%$37.35
0
2025-Q1
Increased
6,034
+0.2%
$201,9980.0%$31.83
23
2024-Q4
New
6,021
-
$190,3840.0%$29.82
31

Other major holders of PDN: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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