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 138,378 shares of PEY stock, worth $2.79 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

138,378

Previous 155,744 11.15%

Holding current value

$2.79 Million

Previous $3.18 Million 8.28%

% of portfolio

0.02%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$20.38 - $21.7 $353,919 - $376,842	-17,366 Reduced 11.15%	138,378 $2.92 Million
Q2 2025 Aug 11, 2025	SELL	$18.68 - $21.54 $376,402 - $434,031	-20,150 Reduced 11.46%	155,744 $3.18 Million
Q1 2025 May 13, 2025	SELL	$20.82 - $22.08 $160,980 - $170,722	-7,732 Reduced 4.21%	175,894 $3.78 Million
Q4 2024 Feb 13, 2025	SELL	$21.1 - $23.08 $186,165 - $203,634	-8,823 Reduced 4.58%	183,626 $3.9 Million
Q3 2024 Nov 12, 2024	SELL	$19.4 - $21.93 $169,323 - $191,405	-8,728 Reduced 4.34%	192,449 $4.22 Million

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

# of Institutions

227

Shares Held

21.9M

Call Options Held

56.3K

Put Options Held

44.6K

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About INVESCO EXCHANGE-TRADED FD TR

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