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 201,177 shares of PEY stock, worth $4.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
201,177
Previous 232,032 13.3%
Holding current value
$4.32 Million
Previous $4.79 Million 17.53%
% of portfolio
0.03%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$19.3 - $20.66 $595,501 - $637,464
-30,855 Reduced 13.3%
201,177 $3.95 Million
Q1 2024

May 15, 2024

SELL
$19.47 - $21.39 $2.81 Million - $3.08 Million
-144,121 Reduced 38.31%
232,032 $4.79 Million
Q4 2023

Feb 14, 2024

SELL
$18.0 - $21.28 $18.7 Million - $22.1 Million
-1,037,072 Reduced 73.38%
376,153 $7.95 Million
Q3 2023

Nov 14, 2023

SELL
$19.01 - $20.79 $396,320 - $433,429
-20,848 Reduced 1.45%
1,413,225 $27.1 Million
Q2 2023

Aug 14, 2023

BUY
$18.28 - $20.15 $273,377 - $301,343
14,955 Added 1.05%
1,434,073 $27.6 Million
Q1 2023

Aug 14, 2023

SELL
$18.83 - $21.76 $281,602 - $325,420
-14,955 Reduced 1.04%
1,419,118 $28.3 Million
Q1 2023

May 15, 2023

BUY
$18.83 - $21.76 $251,964 - $291,170
13,381 Added 0.95%
1,419,118 $28.3 Million
Q4 2022

Feb 14, 2023

BUY
$18.76 - $21.54 $283,913 - $325,986
15,134 Added 1.09%
1,405,737 $29.1 Million
Q3 2022

Nov 14, 2022

BUY
$18.59 - $22.0 $224,808 - $266,046
12,093 Added 0.88%
1,390,603 $25.9 Million
Q2 2022

Aug 11, 2022

SELL
$19.88 - $22.48 $83,714 - $94,663
-4,211 Reduced 0.3%
1,378,510 $28.3 Million
Q1 2022

May 16, 2022

BUY
$20.59 - $22.09 $535,875 - $574,914
26,026 Added 1.92%
1,382,721 $30.2 Million
Q4 2021

Feb 14, 2022

BUY
$19.52 - $21.06 $484,544 - $522,772
24,823 Added 1.86%
1,356,695 $28.6 Million
Q3 2021

Nov 15, 2021

BUY
$19.38 - $20.78 $661,148 - $708,909
34,115 Added 2.63%
1,331,872 $26.4 Million
Q2 2021

Aug 13, 2021

BUY
$20.25 - $21.63 $843,331 - $900,802
41,646 Added 3.32%
1,297,757 $26.8 Million
Q1 2021

May 14, 2021

BUY
$17.22 - $20.45 $91,954 - $109,203
5,340 Added 0.43%
1,256,111 $25.4 Million
Q4 2020

Feb 17, 2021

BUY
$14.33 - $17.59 $294,911 - $362,002
20,580 Added 1.67%
1,250,771 $21.7 Million
Q3 2020

Nov 13, 2020

BUY
$13.69 - $15.37 $276,099 - $309,982
20,168 Added 1.67%
1,230,191 $17.7 Million
Q2 2020

Aug 13, 2020

SELL
$12.35 - $16.47 $169,775 - $226,413
-13,747 Reduced 1.12%
1,210,023 $17.5 Million
Q1 2020

May 15, 2020

BUY
$11.14 - $19.3 $594,708 - $1.03 Million
53,385 Added 4.56%
1,223,770 $15.8 Million
Q4 2019

Feb 14, 2020

BUY
$17.61 - $19.01 $407,477 - $439,872
23,139 Added 2.02%
1,170,385 $22.2 Million
Q3 2019

Nov 14, 2019

BUY
$17.28 - $18.58 $244,252 - $262,628
14,135 Added 1.25%
1,147,246 $21 Million
Q2 2019

Aug 13, 2019

BUY
$17.05 - $18.26 $456,377 - $488,765
26,767 Added 2.42%
1,133,111 $20.6 Million
Q1 2019

May 14, 2019

BUY
$15.75 - $17.94 $167,469 - $190,756
10,633 Added 0.97%
1,106,344 $19.8 Million
Q4 2018

Feb 14, 2019

BUY
$15.14 - $18.13 $129,568 - $155,156
8,558 Added 0.79%
1,095,711 $17.4 Million
Q3 2018

Nov 14, 2018

BUY
$17.56 - $18.34 $83,936 - $87,665
4,780 Added 0.44%
1,087,153 $19.5 Million
Q2 2018

Aug 14, 2018

BUY
$16.73 - $17.67 $18.1 Million - $19.1 Million
1,082,373 New
1,082,373 $19.1 Million

Others Institutions Holding PEY

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
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