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

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Aug 14, 2023
BUY
$149.47 - $165.35 $302,676 - $334,833
2,025 New
2,025 $317,000
Q1 2023

May 15, 2023
SELL
$149.47 - $165.35 $23,765 - $26,290
-159 Reduced 7.28%
2,025 $317,000
Q4 2022

Feb 14, 2023
BUY
$28.1 - $163.61 $2,388 - $13,906
85 Added 4.05%
2,184 $338,000
Q3 2022

Nov 14, 2022
BUY
$27.75 - $164.89 $1,082 - $6,430
39 Added 1.89%
2,099 $291,000
Q2 2022

Aug 11, 2022
SELL
$145.08 - $172.75 $4,207 - $5,009
-29 Reduced 1.39%
2,060 $305,000
Q1 2022

May 16, 2022
BUY
$162.0 - $175.48 $17,172 - $18,600
106 Added 5.35%
2,089 $357,000
Q4 2021

Feb 14, 2022
BUY
$159.9 - $171.95 $1,439 - $1,547
9 Added 0.46%
1,983 $340,000
Q2 2021

Aug 13, 2021
SELL
$152.89 - $163.76 $20,945 - $22,435
-137 Reduced 6.49%
1,974 $316,000
Q1 2021

May 14, 2021
BUY
$131.4 - $153.47 $23,257 - $27,164
177 Added 9.15%
2,111 $320,000
Q4 2020

Feb 17, 2021
BUY
$112.02 - $133.2 $17,251 - $20,512
154 Added 8.65%
1,934 $258,000
Q3 2020

Nov 13, 2020
SELL
$107.02 - $121.04 $53,831 - $60,883
-503 Reduced 22.03%
1,780 $203,000
Q2 2020

Aug 13, 2020
BUY
$88.04 - $119.61 $200,995 - $273,069
2,283 New
2,283 $247,000
Q1 2020

May 15, 2020
SELL
$79.39 - $129.53 $256,985 - $419,288
-3,237 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$113.69 - $127.09 $62,756 - $70,153
-552 Reduced 14.57%
3,237 $410,000
Q3 2019

Feb 14, 2020
BUY
$111.23 - $119.73 $421,450 - $453,656
3,789 New
3,789 $447,000
Q3 2019

Nov 14, 2019
SELL
$111.23 - $119.73 $411,995 - $443,479
-3,704 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$109.09 - $117.73 $72,544 - $78,290
665 Added 21.88%
3,704 $432,000
Q1 2019

May 14, 2019
SELL
$99.95 - $114.36 $8,895 - $10,178
-89 Reduced 2.85%
3,039 $345,000
Q4 2018

Feb 14, 2019
BUY
$95.78 - $119.49 $9,099 - $11,351
95 Added 3.13%
3,128 $318,000
Q3 2018

Nov 14, 2018
BUY
$112.51 - $120.82 $341,242 - $366,447
3,033 New
3,033 $360,000

Others Institutions Holding PRF

# of Institutions
598
Shares Held
116M
Call Options Held
0
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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