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Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchange Traded Fd T ftse rafi 1500

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1500 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 T ftse rafi 1500 by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 7.3k 41.55
2024-06-30 $152k 4.0k 38.14
2022-06-30 $186k 1.2k 153.34
2022-03-31 $273k 1.5k 182.61

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Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

Charles Schwab Investment Management
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Morgan Stanley
First Foundation Advisors
Raymond James & Associates
Arbor Investment Advisors
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Cetera Investment Advisers
H D Vest Advisory Services
Callan Capital
Captrust Financial Advisors

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1500