Invesco Exchange Traded Fd T wilderhil clan shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco Exchange Traded Fd T wilderhil clan
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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $144k | 7.2k | 19.92 |
| 2025-03-31 | $119k | 7.6k | 15.74 |
| 2024-12-31 | $159k | 8.0k | 20.01 |
| 2024-09-30 | $182k | 9.1k | 20.03 |
| 2024-06-30 | $287k | 14k | 20.15 |
| 2024-03-31 | $337k | 15k | 23.05 |
| 2023-12-31 | $435k | 15k | 29.72 |
| 2023-09-30 | $469k | 15k | 31.43 |
| 2023-06-30 | $604k | 12k | 51.93 |
| 2023-03-31 | $3.2M | 28k | 114.59 |
| 2022-12-31 | $559k | 15k | 38.33 |
| 2022-09-30 | $711k | 15k | 48.15 |
| 2022-06-30 | $650k | 14k | 45.67 |
| 2022-03-31 | $927k | 14k | 65.14 |
| 2021-12-31 | $1.0M | 15k | 71.39 |
| 2021-09-30 | $1.1M | 433k | 2.63 |
| 2021-06-30 | $1.5M | 16k | 93.22 |
| 2021-03-31 | $2.8M | 29k | 98.39 |
| 2020-12-31 | $3.0M | 29k | 103.40 |
| 2020-09-30 | $1.7M | 29k | 60.78 |
| 2020-06-30 | $1.1M | 28k | 40.61 |
| 2020-03-31 | $750k | 28k | 26.82 |
| 2019-12-31 | $981k | 29k | 34.22 |
| 2019-09-30 | $826k | 28k | 29.18 |
| 2019-06-30 | $805k | 27k | 29.70 |
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