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PZAPZA
19 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 1.8M shares of PZA (INVESCO EXCH TRADED FD TR II), worth $41.5M as of 2026-Q1. The position was increased (+12.8% shares). PZA represents 0.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$41.5M

Current Shares

1.8M

Total Value Change

+$41.2M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+12.8%
$41.5M0.2%$22.69
39
2025-Q4
Increased
1.6M
+4.8%
$37.2M0.2%$22.69
36
2025-Q2
Increased
1.5M
+5.2%
$34.2M0.2%$21.50
36
2025-Q1
Increased
1.5M
+3.1%
$33.5M0.3%$21.93
36
2024-Q4
Increased
1.4M
+7.3%
$33.3M0.3%$22.29
37
2024-Q3
Increased
1.3M
+0.6%
$31.7M0.3%$22.61
35
2024-Q2
Increased
1.3M
+3.2%
$30.9M0.3%$22.00
36
2024-Q1
Increased
1.3M
+2.5%
$30.2M0.4%$21.96
35
2023-Q4
Increased
1.2M
+114.8%
$29.9M0.4%$22.11
56
2023-Q3
Increased
574,712
+28.1%
$12.7M0.2%$20.10
42
2023-Q2
Increased
448,800
+4380.4%
$10.3M0.1%$21.25
53
2023-Q1
Decreased
10,017
-97.5%
$760,7080.0%$21.16
0
2022-Q4
Increased
398,433
+411.0%
$9.1M0.2%$20.35
53
2022-Q3
Decreased
77,973
-56.9%
$1.7M0.0%$19.45
0
2022-Q2
Increased
180,712
+375.6%
$4.2M0.1%$20.51
43
2022-Q1
Increased
38,001
+27.8%
$947,0000.0%$21.67
31
2021-Q4
Increased
29,726
+38.1%
$806,0000.0%$23.43
33
2021-Q3
Increased
21,521
+95.1%
$578,0000.0%$23.08
39
2021-Q2
New
11,030
-
$301,0000.0%$23.34
32

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

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