INVESCO EXCHANGE TRADED FD T

Ticker: XLG CUSIP: 46137V233 Class: S&P 500 TOP 50

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 362,426 Value ($000) $21,485 Avg Close — Range —
Q2 2025
Shares 283,259 Value ($000) $14,758 Avg Close — Range —
Q1 2025
Shares 24,367 Value ($000) $1,121 Avg Close — Range —
Q4 2024
Shares 30,374 Value ($000) $1,517 Avg Close — Range —
Q3 2024
Shares 15,561 Value ($000) $740 Avg Close — Range —
Q2 2024
Shares 15,554 Value ($000) $712 Avg Close — Range —
Q1 2024
Shares 11,766 Value ($000) $496 Avg Close — Range —
Q4 2023
Shares 4,171 Value ($000) $157 Avg Close — Range —
Q3 2023
Shares 4,325 Value ($000) $147 Avg Close — Range —
Q2 2023
Shares 1,693,219 Value ($000) $382 Avg Close — Range —
Q1 2023
Shares 289,675 Value ($000) $9,313 Avg Close — Range —
Q4 2022
Shares 435 Value ($000) $120 Avg Close — Range —
Q2 2022
Shares 416 Value ($000) $119 Avg Close — Range —
Q1 2022
Shares 416 Value ($000) $146 Avg Close — Range —
Q4 2020
Shares 435 Value ($000) $124 Avg Close — Range —