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Invesco Exchng Traded Fd Tr calif amt mun shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun 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 calif amt mun by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 760k 24.67
2024-03-31 $19M 761k 24.87
2023-12-31 $20M 796k 24.98
2022-09-30 $3.4M 146k 23.17
2022-06-30 $2.6M 105k 24.32
2022-03-31 $475k 18k 25.78