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 13,764 shares of PSJ stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,764
Previous 24,222 43.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-10,458 Reduced 43.18%
13,764 $0
Q1 2025

May 15, 2025
SELL
N/A
-361 Reduced 1.47%
24,222 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-80 Reduced 0.32%
24,583 $0
Q3 2023

Nov 22, 2023
BUY
$31.66 - $113.15 $753,286 - $2.69 Million
23,793 Added 2734.83%
24,663 $799,000
Q2 2023

Aug 14, 2023
SELL
$94.37 - $108.22 $413,246 - $473,895
-4,379 Reduced 83.43%
870 $93,000
Q1 2023

Jun 05, 2023
BUY
$88.94 - $102.8 $466,846 - $539,597
5,249 New
5,249 $532,000
Q4 2022

Jun 12, 2023
BUY
$88.61 - $97.62 $263,348 - $290,126
2,972 Added 56.62%
8,221 $748,000
Q1 2022

May 20, 2022
SELL
N/A
-403 Reduced 4.64%
8,281 $924,000
Q4 2021

Feb 17, 2022
SELL
N/A
-44 Reduced 0.5%
8,684 $1.11 Million
Q3 2021

Nov 23, 2021
SELL
N/A
-116,074 Reduced 93.01%
8,728 $1.26 Million
Q3 2021

Nov 16, 2021
BUY
N/A
115,788 Added 1284.54%
124,802 $1.26 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-3,345 Reduced 27.07%
9,014 $1.49 Million
Q1 2021

May 17, 2021
SELL
N/A
-480 Reduced 3.74%
12,359 $1.93 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-74 Reduced 0.57%
12,839 $1.98 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-4 Reduced 0.03%
12,913 $1.6 Million
Q1 2020

May 18, 2020
SELL
N/A
-45 Reduced 0.35%
12,917 $1.11 Million
Q4 2019

Feb 14, 2020
BUY
N/A
128 Added 1.0%
12,962 $1.29 Million
Q3 2019

Nov 18, 2019
BUY
N/A
49 Added 0.38%
12,834 $1.2 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-1,528 Reduced 10.68%
12,785 $1.23 Million
Q1 2019

May 20, 2019
SELL
N/A
-1,300 Reduced 8.33%
14,313 $1.31 Million
Q4 2018

Feb 19, 2019
SELL
N/A
-1,017 Reduced 6.12%
15,613 $1.15 Million
Q3 2018

Nov 15, 2018
BUY
N/A
16,630 New
16,630 $1.45 Million

Others Institutions Holding PSJ

# of Institutions
129
Shares Held
3.48M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PSJ Quotes by TradingView
  • Ticker PSJ
  • Sector ETFs
  • Industry ETFs
More about PSJ
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