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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchange Traded Fd T dynmc lrg valu

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc lrg valu 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 dynmc lrg valu by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $196k 3.2k 62.14
2025-03-31 $188k 3.2k 59.51

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Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Pnc Financial Services
Commonwealth Equity Services
UBS Group
Raymond James Financial
IAG Wealth Partners
Atlas Private Wealth Advisors
Envestnet Asset Management
Wharton Business Group
Wells Fargo & Company
Fundamentun
Cullen Frost Bankers
Kestra Advisory Services
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T dynmc lrg valu