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

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	N/A	-1,656 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	N/A	1,656 New	1,656 $140,000
Q3 2020 Nov 17, 2020	SELL	N/A	-14,235 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	N/A	-1,740 Reduced 10.89%	14,235 $935,000
Q1 2020 May 18, 2020	SELL	N/A	-1,122 Reduced 6.56%	15,975 $813,000
Q4 2019 Feb 14, 2020	BUY	N/A	140 Added 0.83%	17,097 $1.04 Million
Q3 2019 Nov 18, 2019	BUY	N/A	125 Added 0.74%	16,957 $955,000
Q2 2019 Aug 27, 2019	SELL	N/A	-1,255 Reduced 6.94%	16,832 $986,000
Q1 2019 May 20, 2019	SELL	N/A	-1,955 Reduced 9.75%	18,087 $1.07 Million
Q4 2018 Feb 19, 2019	SELL	N/A	-1,152 Reduced 5.44%	20,042 $969,000
Q3 2018 Nov 15, 2018	BUY	N/A	21,194 New	21,194 $1.23 Million

Others Institutions Holding PXQ

# of Institutions

19

Shares Held

54.6K

Call Options Held

0

Put Options Held

0

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXQ

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