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PWZPWZ
8 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

Farther Finance Advisors, LLC holds 78,602 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $1.9M as of 2026-Q1. The position was increased (+0.9% shares). PWZ represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$1.9M

Current Shares

78,602

Total Value Change

+$1.7M

Total Shares Change

+70,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
78,602
+0.9%
$1.9M0.0%$23.57
26
2025-Q4
Increased
77,883
+861.5%
$1.9M0.0%$23.63
42
2025-Q3
Unchanged
8,100
0.0%
$193,7630.0%$23.18
0
2025-Q2
Unchanged
8,100
0.0%
$189,0640.0%$22.43
0
2025-Q1
Unchanged
8,100
0.0%
$194,6540.0%$22.72
0
2024-Q4
Unchanged
8,100
0.0%
$200,0810.0%$23.33
0
2024-Q3
Unchanged
8,100
0.0%
$203,1590.0%$23.51
0
2024-Q2
New
8,100
-
$199,5140.0%$22.92
32

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

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