Invesco Exch-traded Fd Tr Div etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco Exch-traded Fd Tr Div etf (PFM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco Exch-traded Fd Tr Div etf
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Quarterly reported holdings in Invesco Exch-traded Fd Tr Div etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $490k | 11k | 46.55 |
| 2024-06-30 | $449k | 11k | 42.67 |
| 2024-03-31 | $448k | 11k | 42.57 |
| 2023-12-31 | $434k | 11k | 39.89 |
| 2023-09-30 | $670k | 18k | 36.53 |
| 2023-06-30 | $750k | 1.5k | 505.10 |
| 2023-03-31 | $401k | 13k | 31.22 |
| 2022-12-31 | $761k | 21k | 36.52 |
| 2022-09-30 | $741k | 23k | 32.33 |
| 2022-06-30 | $791k | 23k | 34.51 |
| 2022-03-31 | $917k | 24k | 38.45 |
| 2021-12-31 | $947k | 24k | 39.71 |
| 2021-09-30 | $858k | 24k | 35.98 |
| 2021-06-30 | $865k | 24k | 36.27 |
| 2021-03-31 | $825k | 24k | 34.59 |
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