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 12,203 shares of CZA stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,203

Previous 20,018 39.04%

Holding current value

$1.34 Million

Previous $2.08 Million 37.42%

% of portfolio

0.01%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$90.93 - $106.67 $710,617 - $833,626	-7,815 Reduced 39.04%	12,203 $1.3 Million
Q1 2025 May 15, 2025	SELL	$101.07 - $108.24 $32,746 - $35,069	-324 Reduced 1.59%	20,018 $2.08 Million
Q2 2024 Aug 19, 2024	SELL	$95.07 - $100.93 $37,552 - $39,867	-395 Reduced 1.9%	20,342 $1.99 Million
Q4 2023 Feb 28, 2024	SELL	$79.88 - $94.25 $26,040 - $30,725	-326 Reduced 1.55%	20,737 $1.95 Million
Q3 2023 Nov 22, 2023	BUY	$84.93 - $92.14 $1.31 Million - $1.42 Million	15,380 Added 270.63%	21,063 $1.79 Million
Q2 2023 Aug 14, 2023	SELL	$83.1 - $89.25 $1.2 Million - $1.28 Million	-14,393 Reduced 71.69%	5,683 $507,000
Q1 2023 Jun 05, 2023	SELL	$82.74 - $95.11 $295,630 - $339,828	-3,573 Reduced 15.11%	20,076 $1.75 Million
Q4 2022 Jun 12, 2023	BUY	$79.52 - $93.19 $284,124 - $332,967	3,573 Added 17.8%	23,649 $2.1 Million
Q3 2022 Dec 02, 2022	SELL	$79.96 - $94.71 $79,960 - $94,710	-1,000 Reduced 4.06%	23,649 $1.89 Million
Q1 2022 May 20, 2022	SELL	$88.37 - $96.33 $76,086 - $82,940	-861 Reduced 3.38%	24,649 $2.34 Million
Q4 2021 Feb 17, 2022	BUY	$89.61 - $96.11 $24,553 - $26,334	274 Added 1.09%	25,510 $2.45 Million
Q3 2021 Nov 23, 2021	SELL	$88.68 - $95.22 $854,963 - $918,016	-9,641 Reduced 27.64%	25,236 $2.27 Million
Q3 2021 Nov 16, 2021	BUY	$88.68 - $95.22 $854,963 - $918,016	9,641 Added 38.2%	34,877 $2.27 Million
Q2 2021 Aug 24, 2021	SELL	$84.93 - $91.75 $351,440 - $379,661	-4,138 Reduced 14.09%	25,236 $2.27 Million
Q1 2021 May 17, 2021	SELL	$74.97 - $84.3 $2,848 - $3,203	-38 Reduced 0.13%	29,374 $2.47 Million
Q4 2020 Feb 18, 2021	BUY	$66.13 - $77.24 $13,292 - $15,525	201 Added 0.69%	29,412 $2.24 Million
Q3 2020 Nov 17, 2020	SELL	$60.32 - $68.28 $10,676 - $12,085	-177 Reduced 0.6%	29,211 $1.93 Million
Q2 2020 Aug 14, 2020	SELL	$48.99 - $67.04 $103,270 - $141,320	-2,108 Reduced 6.69%	29,388 $1.81 Million
Q1 2020 May 18, 2020	SELL	$42.84 - $79.6 $4,583 - $8,517	-107 Reduced 0.34%	31,496 $1.67 Million
Q4 2019 Feb 14, 2020	BUY	$69.9 - $78.32 $56,269 - $63,047	805 Added 2.61%	31,603 $2.43 Million
Q3 2019 Nov 18, 2019	BUY	$72.37 - $73.51 $15,197 - $15,437	210 Added 0.69%	30,798 $2.24 Million
Q2 2019 Aug 27, 2019	SELL	N/A	-2,440 Reduced 7.39%	30,588 $2.19 Million
Q1 2019 May 20, 2019	SELL	N/A	-2,521 Reduced 7.09%	33,028 $2.25 Million
Q4 2018 Feb 19, 2019	SELL	N/A	-5,350 Reduced 13.08%	35,549 $2.1 Million
Q3 2018 Nov 15, 2018	BUY	N/A	40,899 New	40,899 $2.79 Million

Others Institutions Holding CZA

# of Institutions

Shares Held

776K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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