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

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 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 40,154 shares of PWB stock, worth $4.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,154
Previous 48,247 16.77%
Holding current value
$4.82 Million
Previous $4.63 Million 1.77%
% of portfolio
0.04%
Previous 0.04%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$86.24 - $117.44 $697,940 - $950,441
-8,093 Reduced 16.77%
40,154 $4.72 Million
Q1 2025

May 13, 2025
SELL
$94.5 - $110.71 $238,896 - $279,874
-2,528 Reduced 4.98%
48,247 $4.63 Million
Q4 2024

Feb 13, 2025
SELL
$98.04 - $108.11 $378,042 - $416,872
-3,856 Reduced 7.06%
50,775 $5.17 Million
Q3 2024

Nov 12, 2024
SELL
$86.85 - $98.91 $401,160 - $456,865
-4,619 Reduced 7.8%
54,631 $5.39 Million
Q2 2024

Aug 14, 2024
SELL
$83.83 - $94.82 $1.1 Million - $1.24 Million
-13,123 Reduced 18.13%
59,250 $5.6 Million
Q1 2024

May 15, 2024
SELL
$75.84 - $90.45 $3.06 Million - $3.64 Million
-40,293 Reduced 35.76%
72,373 $6.46 Million
Q4 2023

Feb 14, 2024
SELL
$65.5 - $77.84 $17.5 Million - $20.8 Million
-266,839 Reduced 70.31%
112,666 $8.75 Million
Q3 2023

Nov 14, 2023
SELL
$67.34 - $72.31 $614,679 - $660,045
-9,128 Reduced 2.35%
379,505 $25.7 Million
Q2 2023

Aug 14, 2023
BUY
$63.87 - $70.62 $315,709 - $349,074
4,943 Added 1.29%
388,633 $27.4 Million
Q1 2023

Aug 14, 2023
SELL
$58.89 - $65.13 $291,093 - $321,937
-4,943 Reduced 1.27%
383,690 $24.9 Million
Q1 2023

May 15, 2023
SELL
$58.89 - $65.13 $266,536 - $294,778
-4,526 Reduced 1.17%
383,690 $24.9 Million
Q4 2022

Feb 14, 2023
BUY
$56.26 - $64.63 $179,469 - $206,169
3,190 Added 0.83%
388,216 $23.2 Million
Q3 2022

Nov 14, 2022
BUY
$56.95 - $68.41 $139,242 - $167,262
2,445 Added 0.64%
385,026 $21.9 Million
Q2 2022

Aug 11, 2022
BUY
$56.71 - $73.23 $18,827 - $24,312
332 Added 0.09%
382,581 $22.4 Million
Q1 2022

May 16, 2022
BUY
$65.02 - $80.84 $138,752 - $172,512
2,134 Added 0.56%
382,249 $27.6 Million
Q4 2021

Feb 14, 2022
BUY
$73.2 - $82.12 $210,889 - $236,587
2,881 Added 0.76%
380,115 $30.7 Million
Q3 2021

Nov 15, 2021
BUY
$73.13 - $79.06 $800,480 - $865,390
10,946 Added 2.99%
377,234 $27.9 Million
Q2 2021

Aug 13, 2021
BUY
$66.91 - $74.57 $294,872 - $328,629
4,407 Added 1.22%
366,288 $27.3 Million
Q1 2021

May 14, 2021
BUY
$63.11 - $72.93 $786,603 - $908,999
12,464 Added 3.57%
361,881 $24.6 Million
Q4 2020

Feb 17, 2021
BUY
$60.08 - $67.91 $171,828 - $194,222
2,860 Added 0.83%
349,417 $23.6 Million
Q3 2020

Nov 13, 2020
BUY
$55.14 - $65.5 $108,680 - $129,100
1,971 Added 0.57%
346,557 $21.5 Million
Q2 2020

Aug 13, 2020
BUY
$41.73 - $54.82 $70,106 - $92,097
1,680 Added 0.49%
344,586 $18.9 Million
Q1 2020

May 15, 2020
BUY
$37.46 - $55.46 $617,415 - $914,091
16,482 Added 5.05%
342,906 $15 Million
Q4 2019

Feb 14, 2020
BUY
$46.94 - $51.63 $217,426 - $239,150
4,632 Added 1.44%
326,424 $16.8 Million
Q3 2019

Nov 14, 2019
BUY
$47.24 - $50.26 $24,753 - $26,336
524 Added 0.16%
321,792 $15.6 Million
Q2 2019

Aug 13, 2019
BUY
$45.34 - $49.0 $30,287 - $32,732
668 Added 0.21%
321,268 $15.5 Million
Q1 2019

May 14, 2019
BUY
$40.25 - $47.57 $9,660 - $11,416
240 Added 0.07%
320,600 $15.2 Million
Q4 2018

Feb 14, 2019
BUY
$38.42 - $48.53 $228,099 - $288,122
5,937 Added 1.89%
320,360 $13.3 Million
Q3 2018

Nov 14, 2018
BUY
$44.76 - $48.34 $236,825 - $255,766
5,291 Added 1.71%
314,423 $15.2 Million
Q2 2018

Aug 14, 2018
BUY
$41.86 - $46.81 $12.9 Million - $14.5 Million
309,132 New
309,132 $13.9 Million

Others Institutions Holding PWB

# of Institutions
200
Shares Held
7.25M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
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