EP Wealth Advisors, LLC
Position in PTH — Invesco Dorsey Wright Healthcare Momentum ETF
CIK 1540569
TORRANCE, CA
All Filings in PTH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTH | $219,773 | 4,422 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 PTH | $175,659 | 4,518 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PTH | $178,280 | 4,518 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PTH | $188,107 | 4,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PTH | $218,316 | 4,698 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PTH | $202,040 | 4,703 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PTH | $240,285 | 5,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PTH | $213,939 | 5,466 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 PTH | $183,548 | 5,466 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 PTH | $688,665 | 16,965 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PTH | $259,245 | 6,928 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 PTH | $78,316 | 1,910 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 PTH | $124,552 | 3,256 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 PTH | $151,873 | 3,386 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 PTH | $176,436 | 3,416 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 PTH | $183,336 | 3,416 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 PTH | $196,344 | 3,542 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 PTH | $282,567 | 5,398 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 PTH | $313,684 | 5,879 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 PTH | $266,358 | 5,879 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||