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PSCDPSCD
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 11,750 shares of PSCD (INVESCO EXCH TRADED FD TR II), worth $1.4M as of 2026-Q2. The position was decreased (-0.8% shares). PSCD represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.4M

Current Shares

11,750

Total Value Change

+$412,110

Total Shares Change

+1,128

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,750
-0.8%
$1.4M0.0%$118.38
0
2026-Q1
Increased
11,839
+0.8%
$1.2M0.0%$111.83
25
2025-Q4
Increased
11,745
+3.4%
$1.2M0.0%$105.77
26
2025-Q2
Increased
11,357
+6.9%
$1.1M0.0%$100.44
27
2025-Q1
New
10,622
-
$978,8170.0%$91.26
35

Other major holders of PSCD: Steward Partners Investment Advisory, LLC, LPL Financial LLC, OSAIC HOLDINGS, INC., CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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