EP Wealth Advisors, LLC
Position in EQWL — Invesco S&P 100 Equal Weight ETF
CIK 1540569
TORRANCE, CA
All Filings in EQWL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EQWL | $1,762,250 | 15,292 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 EQWL | $286,656 | 2,426 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 EQWL | $453,626 | 4,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 EQWL | $154,119 | 1,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 EQWL | $152,908 | 1,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 EQWL | $152,968 | 1,495 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||