EP Wealth Advisors, LLC
Position in IGPT — Invesco AI and Next Gen Software ETF
CIK 1540569
TORRANCE, CA
All Filings in IGPT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IGPT | $784,622 | 13,514 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 IGPT | $803,677 | 13,514 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 IGPT | $676,500 | 13,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IGPT | $980,748 | 24,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IGPT | $1,111,889 | 24,583 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IGPT | $1,118,526 | 24,583 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 IGPT | $1,171,245 | 24,663 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 IGPT | $1,115,754 | 24,663 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 IGPT | $952,238 | 24,663 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 IGPT | $799,327 | 24,663 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 IGPT | $31,227 | 870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IGPT | $177,503 | 5,249 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 IGPT | $249,342 | 8,221 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 IGPT | $250,831 | 8,281 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 IGPT | $307,970 | 8,281 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 IGPT | $369,504 | 8,684 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 IGPT | $418,274 | 8,728 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 IGPT | $495,199 | 9,014 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 IGPT | $641,885 | 12,359 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 IGPT | $658,297 | 12,839 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 IGPT | $532,532 | 12,913 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 IGPT | $494,290 | 12,917 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 IGPT | $369,167 | 12,917 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||