United Capital Financial Advisers, LLC Invesco Bulletshares 2021 High Yield Corporate Bond ETF Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-612,590 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-1,938 Reduced 0.32%	612,590 $14.1 Million
Q2 2021 Aug 13, 2021	BUY	N/A	13,939 Added 2.32%	614,528 $14.1 Million
Q1 2021 May 14, 2021	SELL	N/A	-16,736 Reduced 2.71%	600,589 $13.9 Million
Q4 2020 Feb 17, 2021	BUY	N/A	163,006 Added 35.88%	617,325 $14.3 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-284,635 Reduced 38.52%	454,319 $10.4 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-395,123 Reduced 34.84%	738,954 $16.8 Million
Q1 2020 May 15, 2020	SELL	N/A	-22,666 Reduced 1.96%	1,134,077 $25.1 Million
Q4 2019 Feb 14, 2020	BUY	N/A	348,891 Added 43.19%	1,156,743 $28.5 Million
Q3 2019 Nov 14, 2019	BUY	N/A	60,637 Added 8.12%	807,852 $19.9 Million
Q2 2019 Aug 13, 2019	BUY	N/A	94,307 Added 14.44%	747,215 $18.5 Million
Q1 2019 May 14, 2019	BUY	N/A	45,698 Added 7.53%	652,908 $16.1 Million
Q4 2018 Feb 14, 2019	BUY	N/A	30,234 Added 5.24%	607,210 $14.4 Million
Q3 2018 Nov 14, 2018	BUY	N/A	32,044 Added 5.88%	576,976 $14.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	544,932 New	544,932 $13.4 Million

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