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 6,855 shares of PKB stock, worth $635,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,855

Previous 11,876 42.28%

Holding current value

$635,184

Previous $799,000 31.16%

% of portfolio

0.0%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$62.05 - $80.65 $311,553 - $404,943	-5,021 Reduced 42.28%	6,855 $550,000
Q1 2025 May 15, 2025	SELL	$66.66 - $82.75 $13,998 - $17,377	-210 Reduced 1.74%	11,876 $799,000
Q3 2023 Nov 22, 2023	BUY	$49.8 - $57.21 $511,147 - $587,203	10,264 Added 563.34%	12,086 $609,000
Q2 2023 Aug 14, 2023	SELL	$43.75 - $54.38 $775,775 - $964,266	-17,732 Reduced 90.68%	1,822 $99,000
Q1 2023 Jun 05, 2023	BUY	$41.1 - $46.96 $316,387 - $361,498	7,698 Added 64.93%	19,554 $897,000

Q4 2022 Jun 12, 2023	SELL	$36.73 - $43.09 $282,747 - $331,706	-7,698 Reduced 39.37%	11,856 $483,000
Q1 2022 May 20, 2022	SELL	$42.9 - $54.34 $91,591 - $116,015	-2,135 Reduced 15.26%	11,856 $509,000
Q3 2021 Nov 23, 2021	BUY	$47.06 - $51.81 $600,532 - $661,147	12,761 Added 1037.48%	13,991 $663,000
Q3 2021 Nov 16, 2021	SELL	$47.06 - $51.81 $621,615 - $684,358	-13,209 Reduced 91.48%	1,230 $663,000
Q2 2021 Aug 24, 2021	SELL	$47.39 - $54.37 $220,316 - $252,766	-4,649 Reduced 24.36%	14,439 $716,000
Q1 2021 May 17, 2021	BUY	$40.46 - $49.25 $5,300 - $6,451	131 Added 0.69%	19,088 $937,000
Q3 2020 Nov 17, 2020	BUY	$29.84 - $36.52 $565,676 - $692,309	18,957 New	18,957 $687,000

Others Institutions Holding PKB

# of Institutions

Shares Held

1.32M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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