EP Wealth Advisors, LLC
Position in PZA — Invesco National AMT-Free Municipal Bond ETF
CIK 1540569
TORRANCE, CA
All Filings in PZA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZA | $41,538,808 | 1,807,607 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 PZA | $37,153,301 | 1,602,126 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 PZA | $34,211,494 | 1,527,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PZA | $33,461,245 | 1,452,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PZA | $33,262,405 | 1,408,827 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PZA | $31,719,093 | 1,313,420 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PZA | $30,930,105 | 1,306,170 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PZA | $30,150,859 | 1,265,248 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PZA | $29,851,878 | 1,234,569 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 PZA | $12,735,617 | 574,712 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 PZA | $10,591,680 | 448,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PZA | $237,202 | 10,017 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 PZA | $9,140,053 | 398,433 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 PZA | $1,721,643 | 77,973 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 PZA | $4,235,889 | 180,712 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 PZA | $947,364 | 38,001 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 PZA | $805,871 | 29,726 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 PZA | $578,054 | 21,521 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 PZA | $300,677 | 11,030 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||