United Capital Financial Advisers, LLC Invesco Actively Mngd ETF Tr S Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$32.94 - $34.84 $790,988 - $836,612	-24,013 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$31.9 - $33.83 $1,020 - $1,082	32 Added 0.13%	24,013 $794,000
Q3 2020 Nov 13, 2020	BUY	$30.76 - $35.28 $1,384 - $1,587	45 Added 0.19%	23,981 $791,000
Q2 2020 Aug 13, 2020	BUY	$28.31 - $31.89 $1,443 - $1,626	51 Added 0.21%	23,936 $742,000
Q1 2020 May 15, 2020	BUY	$26.79 - $33.72 $4,447 - $5,597	166 Added 0.7%	23,885 $700,000
Q4 2019 Feb 14, 2020	BUY	$26.31 - $28.13 $2,683 - $2,869	102 Added 0.43%	23,719 $663,000
Q3 2019 Nov 14, 2019	BUY	$26.89 - $28.8 $2,151 - $2,304	80 Added 0.34%	23,617 $648,000
Q2 2019 Aug 13, 2019	BUY	$26.86 - $28.49 $2,041 - $2,165	76 Added 0.32%	23,537 $661,000
Q1 2019 May 14, 2019	BUY	$26.0 - $28.26 $3,354 - $3,645	129 Added 0.55%	23,461 $654,000
Q4 2018 Feb 14, 2019	BUY	$26.17 - $29.81 $2,250 - $2,563	86 Added 0.37%	23,332 $612,000
Q3 2018 Nov 14, 2018	BUY	$27.86 - $29.91 $2,200 - $2,362	79 Added 0.34%	23,246 $688,000
Q2 2018 Aug 14, 2018	BUY	$27.3 - $28.7 $632,459 - $664,892	23,167 New	23,167 $647,000

Others Institutions Holding PHDG

# of Institutions

51

Shares Held

2.19M

Call Options Held

0

Put Options Held

0

First Premier Bank

352K
Shares

$13.4 Million
3.35% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$11.9 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.06 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.43 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

112K
Shares

$4.26 Million
0.52% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
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