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 2,591 shares of XMMO stock, worth $349,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,591

Previous 2,591 -0.0%

Holding current value

$349,396

Previous $294,000 13.27%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$110.9 - $132.93 $20,405 - $24,459	-184 Reduced 6.63%	2,591 $294,000
Q4 2024 Feb 13, 2025	BUY	$119.61 - $136.3 $23,922 - $27,260	200 Added 7.77%	2,775 $342,000
Q3 2023 Nov 22, 2023	BUY	$78.48 - $83.27 $164,494 - $174,533	2,096 Added 437.58%	2,575 $207,000
Q2 2023 Aug 14, 2023	BUY	$72.7 - $79.52 $34,823 - $38,090	479 New	479 $38,000
Q4 2022 Jun 12, 2023	BUY	$72.14 - $80.8 $188,285 - $210,888	2,610 New	2,610 $196,000
Q3 2021 Nov 23, 2021	SELL	$81.13 - $88.42 $70,583 - $76,925	-870 Reduced 25.0%	2,610 $220,000
Q3 2021 Nov 16, 2021	BUY	$81.13 - $88.42 $70,583 - $76,925	870 Added 33.33%	3,480 $220,000
Q4 2020 Feb 18, 2021	BUY	$67.23 - $79.47 $175,470 - $207,416	2,610 New	2,610 $204,000

Others Institutions Holding XMMO

# of Institutions

384

Shares Held

20.3M

Call Options Held

14K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

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