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Invesco Exchange Traded Fd Tr etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd Tr etf (PEY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchange Traded Fd Tr etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd Tr etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd Tr etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $121k 5.7k 21.14
2023-09-30 $103k 5.4k 19.19
2022-12-31 $145k 7.0k 20.69
2022-06-30 $149k 7.2k 20.59
2022-03-31 $158k 7.2k 21.84
2020-12-31 $129k 7.4k 17.35
2019-12-31 $211k 11k 19.03
2019-09-30 $258k 14k 18.30
2019-06-30 $267k 15k 18.11