Ownership history in Corient Private Wealth LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in INVESCO EXCH TRADED FD TR II (PWZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 9,729 | — | 0% | 0.00% | $233K | $23.56 |
| 2025 Q2 | UNCHANGED | 9,729 | — | 0% | 0.00% | $227K | $22.79 |
| 2024 Q4 | UNCHANGED | 9,729 | — | 0% | 0.00% | $240K | $23.71 |
| 2024 Q3 | UNCHANGED | 9,729 | — | 0% | 0.00% | $244K | $23.89 |
| 2024 Q2 | UNCHANGED | 9,729 | — | 0% | 0.00% | $240K | $23.29 |
| 2024 Q1 | UNCHANGED | 9,729 | — | 0% | 0.00% | $242K | $23.29 |
| 2023 Q4 | INITIATED | 9,729 | — | — | 0.00% | $243K | — |
As of 2025 Q4 — sorted by position size