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

Ep Wealth Advisors, LLC

$12 Billion
Q1 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 15,448 shares of PIE stock, worth $320,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,448

Previous 18,904 18.28%

Holding current value

$320,700

Previous $363,000 22.87%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$18.18 - $19.42 $62,830 - $67,115	-3,456 Reduced 18.28%	15,448 $280,000
Q4 2024 Feb 13, 2025	SELL	$19.22 - $20.71 $5,227 - $5,633	-272 Reduced 1.42%	18,904 $363,000
Q3 2024 Nov 14, 2024	SELL	$18.8 - $21.87 $7,106 - $8,266	-378 Reduced 1.93%	19,176 $395,000
Q2 2024 Aug 19, 2024	SELL	$20.51 - $22.05 $14,398 - $15,479	-702 Reduced 3.47%	19,554 $417,000
Q1 2024 May 14, 2024	BUY	$18.89 - $20.85 $13,260 - $14,636	702 Added 3.59%	20,256 $421,000
Q3 2023 Nov 22, 2023	BUY	$18.38 - $20.49 $232,065 - $258,706	12,626 Added 182.25%	19,554 $362,000
Q2 2023 Aug 14, 2023	SELL	$17.86 - $19.54 $229,679 - $251,284	-12,860 Reduced 64.99%	6,928 $131,000
Q1 2023 Jun 05, 2023	SELL	$17.59 - $19.21 $2,058 - $2,247	-117 Reduced 0.59%	19,788 $366,000
Q4 2022 Jun 12, 2023	SELL	$15.84 - $18.28 $3,706 - $4,277	-234 Reduced 1.18%	19,554 $347,000
Q2 2022 Aug 11, 2022	SELL	$18.82 - $23.76 $1,317 - $1,663	-70 Reduced 0.35%	19,905 $375,000
Q1 2022 May 20, 2022	SELL	$22.26 - $25.8 $34,146 - $39,577	-1,534 Reduced 7.13%	19,975 $467,000
Q4 2021 Feb 17, 2022	SELL	$23.45 - $25.82 $16,063 - $17,686	-685 Reduced 3.09%	21,509 $555,000
Q3 2021 Nov 23, 2021	SELL	$23.94 - $27.67 $197,840 - $228,664	-8,264 Reduced 27.13%	22,194 $540,000
Q3 2021 Nov 16, 2021	BUY	$23.94 - $27.67 $197,840 - $228,664	8,264 Added 37.24%	30,458 $540,000
Q2 2021 Aug 24, 2021	SELL	$23.35 - $27.35 $456,889 - $535,157	-19,567 Reduced 46.85%	22,194 $607,000
Q1 2021 May 17, 2021	SELL	$23.03 - $26.43 $6,102 - $7,003	-265 Reduced 0.63%	41,761 $1 Million
Q4 2020 Feb 18, 2021	SELL	$19.33 - $22.94 $16,913 - $20,072	-875 Reduced 2.04%	42,026 $961,000
Q3 2020 Nov 17, 2020	BUY	$18.44 - $20.32 $11,432 - $12,598	620 Added 1.47%	42,901 $827,000
Q2 2020 Aug 14, 2020	SELL	$14.08 - $18.06 $332,499 - $426,486	-23,615 Reduced 35.84%	42,281 $761,000
Q1 2020 May 18, 2020	SELL	$12.75 - $20.0 $34,667 - $54,380	-2,719 Reduced 3.96%	65,896 $960,000
Q4 2019 Feb 14, 2020	SELL	$17.3 - $19.31 $21,971 - $24,523	-1,270 Reduced 1.82%	68,615 $1.31 Million
Q3 2019 Nov 18, 2019	BUY	$16.87 - $18.16 $1,805 - $1,943	107 Added 0.15%	69,885 $1.22 Million
Q2 2019 Aug 27, 2019	BUY	$15.94 - $17.73 $274,709 - $305,558	17,234 Added 32.8%	69,778 $1.24 Million
Q1 2019 May 20, 2019	BUY	$15.38 - $17.13 $808,126 - $900,078	52,544 New	52,544 $893,000

Others Institutions Holding PIE

# of Institutions

Shares Held

3.93M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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