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PZTPZT
9 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 70,770 shares of PZT (INVESCO EXCH TRADED FD TR II), worth $1.6M as of 2026-Q1. This is a new position. PZT represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.6M

Current Shares

70,770

Total Value Change

-$414,866

Total Shares Change

-14,730

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
70,770
-
$1.6M0.0%$21.79
35
2025-Q4
Exited
0
-100.0%
$00.0%$21.83
0
2025-Q2
Decreased
70,770
-7.3%
$1.5M0.0%$20.79
0
2025-Q1
Decreased
76,370
-17.4%
$1.7M0.0%$21.05
0
2024-Q4
Increased
92,500
+8.2%
$2.1M0.0%$21.45
28
2024-Q3
Unchanged
85,500
0.0%
$2M0.0%$21.89
0
2024-Q2
Unchanged
85,500
0.0%
$2M0.0%$21.36
0
2024-Q1
Unchanged
85,500
0.0%
$2M0.0%$21.28
0
2023-Q4
New
85,500
-
$2M0.0%$21.20
36

Other major holders of PZT: HighTower Advisors, LLC

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