Back to Allworth Financial LP Allworth Financial LP

PWZPWZ
29 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in INVESCO EXCH TRADED FD TR II

Allworth Financial LP holds 86,585 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $2.1M as of 2026-Q1. This is a new position. PWZ represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$2.1M

Current Shares

86,585

Total Value Change

+$2.1M

Total Shares Change

+86,430

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
86,585
-
$2.1M0.0%$23.57
36
2025-Q4
Exited
0
-100.0%
$00.0%$23.63
0
2025-Q3
Decreased
96,261
-28.5%
$2.3M0.0%$23.18
0
2025-Q2
Decreased
134,636
-27.6%
$3.1M0.0%$22.43
0
2025-Q1
Decreased
186,090
-18.6%
$4.3M0.0%$22.72
0
2024-Q4
Increased
228,566
+5.2%
$5.6M0.0%$23.33
29
2024-Q3
Increased
217,234
+1.5%
$5.4M0.0%$23.51
27
2024-Q2
Increased
214,084
+14.7%
$5.3M0.0%$22.92
31
2024-Q1
Decreased
186,585
-2.3%
$4.6M0.0%$22.92
0
2023-Q4
Increased
190,965
+115.0%
$4.8M0.0%$22.84
43
2023-Q3
Increased
88,822
+14.5%
$2.1M0.0%$21.29
30
2023-Q2
Increased
77,550
+9.3%
$1.9M0.0%$22.19
28
2023-Q1
Increased
70,943
+27.8%
$1.8M0.0%$22.15
32
2022-Q4
Decreased
55,523
-16.1%
$1.3M0.0%$21.44
0
2022-Q3
Increased
66,212
+68.5%
$1.5M0.0%$20.43
38
2022-Q2
Decreased
39,285
-85.4%
$955,0000.0%$21.31
0
2022-Q1
Increased
269,728
+1739x
$7M0.1%$22.48
44
2021-Q4
Unchanged
155
0.0%
$4,0000.0%$24.18
0
2021-Q3
Unchanged
155
0.0%
$4,0000.0%$23.92
0
2021-Q2
Unchanged
155
0.0%
$4,0000.0%$24.14
0
2021-Q1
Unchanged
155
0.0%
$4,0000.0%$23.63
0
2020-Q4
Unchanged
155
0.0%
$4,0000.0%$23.77
0
2020-Q3
Unchanged
155
0.0%
$4,0000.0%$23.30
0
2020-Q2
Unchanged
155
0.0%
$4,0000.0%$22.90
0
2020-Q1
Unchanged
155
0.0%
$4,0000.0%$22.49
0
2019-Q4
Unchanged
155
0.0%
$4,0000.0%$22.66
0
2019-Q3
Unchanged
155
0.0%
$4,0000.0%$22.52
0
2019-Q2
Unchanged
155
0.0%
$4,0000.0%$21.99
0
2019-Q1
New
155
-
$4,0000.0%$21.41
20

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

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