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Showing 7 of 13 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 751,558 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $17.9M as of 2026-Q1. The position was increased (+1.9% shares). PWZ represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$17.9M

Current Shares

751,558

Total Value Change

-$819,503

Total Shares Change

-8,847

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
751,558
+1.9%
$17.9M0.1%$23.57
29
2025-Q4
Decreased
737,566
-11.6%
$17.8M0.1%$23.63
0
2025-Q2
Decreased
834,086
-3.8%
$19.5M0.1%$22.43
0
2025-Q1
Increased
867,396
+3.7%
$20.7M0.2%$22.72
35
2024-Q4
Increased
836,569
+8.2%
$20.7M0.2%$23.33
37
2024-Q3
Increased
773,395
+1.7%
$19.4M0.2%$23.51
34
2024-Q2
Decreased
760,405
-0.1%
$18.8M0.2%$22.92
0

Other major holders of PWZ: Wealthfront Advisers LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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