Invesco Exchange Traded Fd T dynmc bldg con shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc bldg con (PKB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco Exchange Traded Fd T dynmc bldg con
Tip: Access up to 7 years of quarterly data
All positions including Invesco Exchange Traded Fd T dynmc bldg con held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc bldg con by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $551k | 6.9k | 80.35 |
| 2025-03-31 | $800k | 12k | 67.33 |
| 2024-12-31 | $915k | 12k | 75.72 |
| 2024-09-30 | $962k | 12k | 79.58 |
| 2024-06-30 | $820k | 12k | 67.81 |
| 2024-03-31 | $905k | 12k | 74.86 |
| 2023-12-31 | $763k | 12k | 63.12 |
| 2023-09-30 | $610k | 12k | 50.46 |
| 2023-06-30 | $657k | 1.8k | 360.71 |
| 2023-03-31 | $362k | 20k | 18.53 |
| 2022-12-31 | $484k | 12k | 40.81 |
| 2022-09-30 | $441k | 12k | 37.20 |
| 2022-06-30 | $439k | 12k | 37.03 |
| 2022-03-31 | $509k | 12k | 42.93 |
| 2021-12-31 | $763k | 14k | 54.54 |
| 2021-09-30 | $663k | 1.2k | 539.02 |
| 2021-06-30 | $716k | 14k | 49.59 |
| 2021-03-31 | $937k | 19k | 49.09 |
| 2020-12-31 | $780k | 19k | 41.15 |
| 2020-09-30 | $687k | 19k | 36.24 |
Top funds holding Invesco Exchange Traded Fd T dynmc bldg con
View all funds holding Invesco Exchange Traded Fd T dynmc bldg con