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Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchng Traded Fd Tr ftse rafi sml

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr ftse rafi sml 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 Exchng Traded Fd Tr ftse rafi sml by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $223k 5.7k 38.92
2025-03-31 $202k 6.0k 33.48
2024-12-31 $190k 6.0k 31.62

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View all positions for EP Wealth Advisors

Top funds holding Invesco Exchng Traded Fd Tr ftse rafi sml

Charles Schwab Investment Management
Invesco
Opes Wealth Management
LPL Financial
HighTower Advisors
Colony
Susquehanna International
Cutler Investment Counsel
Captrust Financial Advisors
Droms Strauss Advisors
Ameriprise Financial
Citadel Advisors
KWB Wealth
Morgan Stanley
Modern Wealth Management

View all funds holding Invesco Exchng Traded Fd Tr ftse rafi sml