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Invesco Exchng Traded Fd Tr s&p smlcp disc shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p smlcp disc (PSCD) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchng Traded Fd Tr s&p smlcp disc

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p smlcp disc 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 s&p smlcp disc by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 11k 100.66
2025-03-31 $979k 11k 92.15

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View all positions for EP Wealth Advisors

Top funds holding Invesco Exchng Traded Fd Tr s&p smlcp disc

Virtu Financial
EP Wealth Advisors
Morgan Stanley
Goldman Sachs Group
Raymond James Financial
LPL Financial
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Beacon Pointe Advisors
Tower Research Capital
Dagco
UBS Group
Steward Partners Investment Advisory
Sontag Advisory

View all funds holding Invesco Exchng Traded Fd Tr s&p smlcp disc