A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,077 shares of PBW stock, worth $181,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,077
Previous 14,246 36.28%
Holding current value
$181,993
Previous $287,000 36.93%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$17.77 - $23.99 $91,853 - $124,004
-5,169 Reduced 36.28%
9,077 $181,000
Q2 2024

Aug 19, 2024

SELL
$19.21 - $23.08 $6,915 - $8,308
-360 Reduced 2.46%
14,246 $287,000
Q1 2024

May 14, 2024

SELL
$21.3 - $28.9 $532 - $722
-25 Reduced 0.17%
14,606 $336,000
Q4 2023

Feb 28, 2024

SELL
$24.57 - $30.79 $7,272 - $9,113
-296 Reduced 1.98%
14,631 $434,000
Q3 2023

Nov 22, 2023

BUY
$31.15 - $43.7 $102,763 - $144,166
3,299 Added 28.37%
14,927 $469,000
Q2 2023

Aug 14, 2023

SELL
$34.03 - $40.86 $565,578 - $679,093
-16,620 Reduced 58.84%
11,628 $466,000
Q1 2023

Jun 05, 2023

BUY
$36.3 - $48.21 $489,360 - $649,919
13,481 Added 91.29%
28,248 $1.14 Million
Q4 2022

Jun 12, 2023

SELL
$36.32 - $52.3 $496,022 - $714,261
-13,657 Reduced 48.35%
14,591 $559,000
Q3 2022

Dec 02, 2022

BUY
$45.37 - $64.82 $24,318 - $34,743
536 Added 3.77%
14,767 $711,000
Q1 2022

May 20, 2022

SELL
$50.93 - $72.96 $18,589 - $26,630
-365 Reduced 2.5%
14,231 $927,000
Q4 2021

Feb 17, 2022

SELL
$68.87 - $95.56 $9,297 - $12,900
-135 Reduced 0.92%
14,596 $1.04 Million
Q3 2021

Nov 23, 2021

SELL
$73.5 - $92.23 $30.7 Million - $38.6 Million
-418,278 Reduced 96.6%
14,731 $1.14 Million
Q3 2021

Nov 16, 2021

BUY
$73.5 - $92.23 $30.6 Million - $38.5 Million
416,918 Added 2591.0%
433,009 $1.14 Million
Q2 2021

Aug 24, 2021

SELL
$71.8 - $99.25 $895,920 - $1.24 Million
-12,478 Reduced 43.68%
16,091 $1.5 Million
Q1 2021

May 17, 2021

BUY
$89.06 - $136.0 $1,692 - $2,584
19 Added 0.07%
28,569 $2.81 Million
Q4 2020

Feb 18, 2021

SELL
$62.45 - $108.63 $14,051 - $24,441
-225 Reduced 0.78%
28,550 $2.95 Million
Q3 2020

Nov 17, 2020

BUY
$40.95 - $60.78 $32,964 - $48,927
805 Added 2.88%
28,775 $1.75 Million
Q2 2020

Aug 14, 2020

BUY
$24.62 - $40.63 $246 - $406
10 Added 0.04%
27,970 $1.14 Million
Q1 2020

May 18, 2020

SELL
$22.87 - $44.75 $16,191 - $31,683
-708 Reduced 2.47%
27,960 $750,000
Q4 2019

Feb 14, 2020

BUY
$28.2 - $34.23 $10,293 - $12,493
365 Added 1.29%
28,668 $981,000
Q3 2019

Nov 18, 2019

BUY
$28.68 - $31.46 $34,416 - $37,752
1,200 Added 4.43%
28,303 $826,000
Q2 2019

Aug 27, 2019

BUY
$26.85 - $29.71 $727,715 - $805,230
27,103 New
27,103 $805,000

Others Institutions Holding PBW

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
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