EP Wealth Advisors, LLC
Position in PKB — Invesco Building & Construction ETF
CIK 1540569
TORRANCE, CA
All Filings in PKB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PKB | $657,719 | 6,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 PKB | $624,149 | 6,741 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 PKB | $550,799 | 6,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PKB | $799,611 | 11,876 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PKB | $915,151 | 12,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PKB | $961,803 | 12,086 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PKB | $819,551 | 12,086 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PKB | $904,757 | 12,086 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PKB | $762,868 | 12,086 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 PKB | $609,859 | 12,086 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 PKB | $99,080 | 1,822 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PKB | $897,333 | 19,554 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 PKB | $483,843 | 11,856 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 PKB | $440,568 | 11,856 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 PKB | $439,264 | 11,856 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 PKB | $508,622 | 11,856 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 PKB | $763,488 | 13,991 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 PKB | $662,753 | 13,991 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 PKB | $715,596 | 14,439 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 PKB | $937,220 | 19,088 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 PKB | $780,270 | 18,957 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 PKB | $687,001 | 18,957 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||