Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 6,896 shares of PEY stock, worth $143,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,896
Previous 5,196 32.72%
Holding current value
$143,574
Previous $111,000 26.13%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$18.68 - $21.54 $31,756 - $36,618
1,700 Added 32.72%
6,896 $140,000
Q1 2025

May 15, 2025
SELL
$20.82 - $22.08 $11,034 - $11,702
-530 Reduced 9.26%
5,196 $111,000
Q4 2024

Feb 13, 2025
SELL
$21.1 - $23.08 $3,966 - $4,339
-188 Reduced 3.18%
5,726 $121,000
Q3 2024

Nov 14, 2024
BUY
$19.4 - $21.93 $3,627 - $4,100
187 Added 3.27%
5,914 $129,000
Q2 2024

Aug 19, 2024
BUY
$19.3 - $20.66 $19 - $20
1 Added 0.02%
5,727 $112,000
Q4 2023

Feb 28, 2024
BUY
$18.0 - $21.28 $6,660 - $7,873
370 Added 6.91%
5,726 $121,000
Q3 2023

Nov 22, 2023
BUY
$19.01 - $20.79 $101,817 - $111,351
5,356 New
5,356 $102,000
Q4 2022

Jun 12, 2023
BUY
$18.76 - $21.54 $131,807 - $151,340
7,026 New
7,026 $145,000
Q1 2022

May 20, 2022
BUY
$20.59 - $22.09 $148,989 - $159,843
7,236 New
7,236 $158,000
Q1 2021

May 17, 2021
SELL
$17.22 - $20.45 $128,047 - $152,066
-7,436 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$14.33 - $17.59 $106,557 - $130,799
7,436 New
7,436 $129,000
Q1 2020

May 18, 2020
SELL
$11.14 - $19.3 $123,498 - $213,959
-11,086 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$17.61 - $19.01 $53,006 - $57,220
-3,010 Reduced 21.35%
11,086 $211,000
Q3 2019

Nov 18, 2019
SELL
$17.28 - $18.58 $11,232 - $12,076
-650 Reduced 4.41%
14,096 $258,000
Q2 2019

Aug 27, 2019
BUY
$17.05 - $18.26 $251,419 - $269,261
14,746 New
14,746 $267,000

Others Institutions Holding PEY

# of Institutions
223
Shares Held
22M
Call Options Held
77.7K
Put Options Held
37.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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