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 15,047 shares of PSI stock, worth $766,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,047

Previous 15,818 4.87%

Holding current value

$766,193

Previous $916,000 22.27%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$47.38 - $64.98 $36,529 - $50,099	-771 Reduced 4.87%	15,047 $712,000
Q4 2024 Feb 13, 2025	BUY	$53.26 - $60.98 $9,107 - $10,427	171 Added 1.09%	15,818 $916,000
Q2 2024 Aug 19, 2024	BUY	$50.1 - $64.84 $8,366 - $10,828	167 Added 1.08%	15,647 $982,000
Q3 2023 Nov 22, 2023	BUY	$41.42 - $140.41 $442,282 - $1.5 Million	10,678 Added 222.37%	15,480 $662,000
Q2 2023 Aug 14, 2023	BUY	$109.08 - $136.79 $361,818 - $453,732	3,317 Added 223.37%	4,802 $656,000
Q1 2023 Jun 05, 2023	BUY	$99.23 - $123.56 $147,356 - $183,486	1,485 New	1,485 $183,000
Q4 2022 Jun 12, 2023	BUY	$28.55 - $111.55 $102,094 - $398,902	3,576 Added 240.81%	5,061 $506,000
Q2 2022 Aug 11, 2022	SELL	$32.26 - $42.95 $2,742 - $3,650	-85 Reduced 1.65%	5,061 $494,000
Q1 2022 May 20, 2022	SELL	$38.61 - $51.98 $1,505 - $2,027	-39 Reduced 0.75%	5,146 $667,000
Q4 2021 Feb 17, 2022	BUY	$40.99 - $51.81 $2,418 - $3,056	59 Added 1.15%	5,185 $796,000
Q3 2021 Nov 23, 2021	SELL	$39.26 - $45.49 $288,011 - $333,714	-7,336 Reduced 58.87%	5,126 $654,000
Q3 2021 Nov 16, 2021	BUY	$39.26 - $45.49 $279,688 - $324,070	7,124 Added 133.46%	12,462 $654,000
Q2 2021 Aug 24, 2021	SELL	$36.27 - $43.03 $138,406 - $164,202	-3,816 Reduced 41.69%	5,338 $685,000
Q1 2021 May 17, 2021	BUY	$34.98 - $42.83 $1,818 - $2,227	52 Added 0.57%	9,154 $1.1 Million
Q3 2020 Nov 17, 2020	BUY	$23.98 - $28.1 $218,265 - $255,766	9,102 New	9,102 $705,000
Q4 2018 Feb 19, 2019	SELL	N/A	-23,556 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	23,556 New	23,556 $1.25 Million

Others Institutions Holding PSI

# of Institutions

124

Shares Held

3.59M

Call Options Held

100

Put Options Held

400

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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