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

PZAPZA
20 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 2,348,353 shares of PZA, worth $55.2M, as of its Q2 2026 13F filing. It increased the position by 540,746 shares (+29.9%) from Q1 2026. EP Wealth Advisors has held PZA since Q2 2021, across 20 quarterly 13F filings. PZA is 0.2% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$55.2M

Current Shares

2.3M

Total Value Change

+$54.9M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+29.9%
$55.2M0.2%$23.20
44
2026-Q1
Increased
1.8M
+12.8%
$41.5M0.2%$22.46
39
2025-Q4
Increased
1.6M
+4.8%
$37.2M0.2%$22.46
36
2025-Q2
Increased
1.5M
+5.2%
$34.2M0.2%$21.28
36
2025-Q1
Increased
1.5M
+3.1%
$33.5M0.3%$21.70
36
2024-Q4
Increased
1.4M
+7.3%
$33.3M0.3%$22.06
37
2024-Q3
Increased
1.3M
+0.6%
$31.7M0.3%$22.38
35
2024-Q2
Increased
1.3M
+3.2%
$30.9M0.3%$21.77
36
2024-Q1
Increased
1.3M
+2.5%
$30.2M0.4%$21.73
35
2023-Q4
Increased
1.2M
+114.8%
$29.9M0.4%$21.88
56
2023-Q3
Increased
574,712
+28.1%
$12.7M0.2%$19.89
42
2023-Q2
Increased
448,800
+4380.4%
$10.3M0.1%$21.03
53
2023-Q1
Decreased
10,017
-97.5%
$760,7080.0%$20.94
0
2022-Q4
Increased
398,433
+411.0%
$9.1M0.2%$20.14
53
2022-Q3
Decreased
77,973
-56.9%
$1.7M0.0%$19.25
0
2022-Q2
Increased
180,712
+375.6%
$4.2M0.1%$20.30
43
2022-Q1
Increased
38,001
+27.8%
$947,0000.0%$21.45
31
2021-Q4
Increased
29,726
+38.1%
$806,0000.0%$23.19
33
2021-Q3
Increased
21,521
+95.1%
$578,0000.0%$22.84
39
2021-Q2
New
11,030
-
$301,0000.0%$23.10
32

Other major holders of PZA: BANK OF AMERICA CORP /DE/

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