INVESCO EXCHANGE TRADED FD T

Ticker: PRFZ CUSIP: 46137V597 Class: RAFI US 1500

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 31,160 Value ($000) $1,430 Avg Close Range
Q3 2025
Shares 31,160 Value ($000) $1,415 Avg Close Range
Q2 2025
Shares 35,020 Value ($000) $1,424 Avg Close Range
Q1 2025
Shares 35,020 Value ($000) $1,326 Avg Close Range
Q4 2024
Shares 35,020 Value ($000) $1,457 Avg Close Range
Q3 2024
Shares 35,020 Value ($000) $1,455 Avg Close Range
Q2 2024
Shares 35,020 Value ($000) $1,336 Avg Close Range
Q1 2024
Shares 37,910 Value ($000) $1,489 Avg Close Range
Q4 2023
Shares 37,910 Value ($000) $1,421 Avg Close Range
Q3 2023
Shares 37,910 Value ($000) $1,251 Avg Close Range
Q2 2023
Shares 7,582 Value ($000) $1,303 Avg Close Range
Q1 2023
Shares 7,582 Value ($000) $1,247 Avg Close Range
Q4 2022
Shares 7,586 Value ($000) $1,202 Avg Close Range
Q3 2022
Shares 7,518 Value ($000) $1,095 Avg Close Range
Q2 2022
Shares 7,518 Value ($000) $1,153 Avg Close Range
Q1 2022
Shares 7,518 Value ($000) $1,373 Avg Close Range
Q4 2021
Shares 7,853 Value ($000) $1,505 Avg Close Range
Q3 2021
Shares 7,853 Value ($000) $1,433 Avg Close Range
Q2 2021
Shares 7,853 Value ($000) $1,467 Avg Close Range
Q1 2021
Shares 7,853 Value ($000) $1,385 Avg Close Range
Q4 2020
Shares 7,853 Value ($000) $1,185 Avg Close Range
Q3 2020
Shares 8,408 Value ($000) $985 Avg Close Range
Q2 2020
Shares 10,241 Value ($000) $1,144 Avg Close Range
Q1 2020
Shares 10,308 Value ($000) $922 Avg Close Range
Q4 2019
Shares 10,241 Value ($000) $1,400 Avg Close Range
Q3 2019
Shares 9,558 Value ($000) $1,213 Avg Close Range
Q2 2019
Shares 9,599 Value ($000) $1,226 Avg Close Range
Q1 2019
Shares 9,599 Value ($000) $1,225 Avg Close Range
Q4 2018
Shares 4,787 Value ($000) $544 Avg Close Range
Q3 2018
Shares 4,787 Value ($000) $681 Avg Close Range
Q2 2018
Shares 4,787 Value ($000) $666 Avg Close Range