United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 85,095 shares of PBE stock, worth $6.62 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
85,095
Holding current value
$6.62 Million
% of portfolio
0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$64.0 - $71.44 $5.45 Million - $6.08 Million
85,095 New
85,095 $5.95 Million
Q1 2022

May 16, 2022
SELL
$56.78 - $71.43 $168,182 - $211,575
-2,962 Closed
0 $0
Q4 2020

Feb 17, 2021
BUY
$56.43 - $72.81 $167,145 - $215,663
2,962 New
2,962 $208,000
Q3 2020

Nov 13, 2020
SELL
$53.82 - $62.86 $240,144 - $280,481
-4,462 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$39.7 - $57.41 $24,296 - $35,134
-612 Reduced 12.06%
4,462 $207,000
Q4 2019

Feb 14, 2020
BUY
$46.42 - $56.68 $12,858 - $15,700
277 Added 5.77%
5,074 $283,000
Q3 2019

Feb 14, 2020
BUY
$47.28 - $50.47 $226,802 - $242,104
4,797 New
4,797 $227,000
Q3 2019

Nov 14, 2019
SELL
$47.28 - $50.47 $213,989 - $228,427
-4,526 Closed
0 $0
Q1 2019

May 14, 2019
SELL
N/A
-100 Reduced 2.16%
4,526 $250,000
Q4 2018

Feb 14, 2019
BUY
N/A
100 Added 2.21%
4,626 $218,000
Q3 2018

Nov 14, 2018
SELL
N/A
-275 Reduced 5.73%
4,526 $269,000
Q2 2018

Aug 14, 2018
BUY
N/A
4,801 New
4,801 $263,000

Others Institutions Holding PBE

# of Institutions
116
Shares Held
1.05M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBE Quotes by TradingView
  • Ticker PBE
  • Sector ETFs
  • Industry ETFs
More about PBE
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