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 7,631 shares of PFM stock, worth $385,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,631

Previous 9,071 15.87%

Holding current value

$385,518

Previous $415,000 11.57%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$41.05 - $48.17 $59,111 - $69,364	-1,440 Reduced 15.87%	7,631 $367,000
Q4 2024 Feb 13, 2025	SELL	$45.72 - $48.2 $66,019 - $69,600	-1,444 Reduced 13.73%	9,071 $415,000
Q1 2024 May 14, 2024	SELL	$39.51 - $42.57 $14,223 - $15,325	-360 Reduced 3.31%	10,515 $447,000
Q4 2023 Feb 28, 2024	SELL	$35.25 - $39.92 $263,317 - $298,202	-7,470 Reduced 40.72%	10,875 $433,000
Q3 2023 Nov 22, 2023	BUY	$36.49 - $39.21 $615,221 - $661,080	16,860 Added 1135.35%	18,345 $670,000
Q2 2023 Aug 14, 2023	SELL	$36.1 - $38.23 $410,601 - $434,828	-11,374 Reduced 88.45%	1,485 $56,000
Q1 2023 Jun 05, 2023	SELL	$35.15 - $37.76 $353,749 - $380,016	-10,064 Reduced 43.9%	12,859 $470,000
Q4 2022 Jun 12, 2023	BUY	$32.48 - $38.02 $258,670 - $302,791	7,964 Added 61.93%	20,823 $760,000
Q2 2022 Aug 11, 2022	SELL	$33.37 - $39.02 $30,867 - $36,093	-925 Reduced 3.88%	22,923 $791,000
Q3 2021 Nov 23, 2021	BUY	$35.96 - $38.0 $48,833 - $51,604	1,358 Added 6.04%	23,848 $858,000
Q3 2021 Nov 16, 2021	SELL	$35.96 - $38.0 $48,833 - $51,604	-1,358 Reduced 5.69%	22,490 $858,000
Q1 2021 May 17, 2021	BUY	$32.09 - $34.8 $765,282 - $829,910	23,848 New	23,848 $825,000

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.14M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
Sector ETFs
Industry ETFs

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