INVESCO EXCHANGE TRADED FD T

Ticker: RSPH CUSIP: 46137V332 Class: S&P500 EQL HLT

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,000 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 8,000 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 8,000 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 8,000 Value ($000) $238 Avg Close — Range —
Q4 2021
Shares 11,410 Value ($000) $3,657 Avg Close — Range —
Q3 2021
Shares 11,725 Value ($000) $3,496 Avg Close — Range —
Q2 2021
Shares 11,395 Value ($000) $3,338 Avg Close — Range —
Q1 2021
Shares 11,335 Value ($000) $3,041 Avg Close — Range —
Q4 2020
Shares 10,915 Value ($000) $2,855 Avg Close — Range —
Q3 2020
Shares 11,235 Value ($000) $2,646 Avg Close — Range —
Q2 2020
Shares 11,260 Value ($000) $2,502 Avg Close — Range —
Q1 2020
Shares 11,775 Value ($000) $2,228 Avg Close — Range —
Q4 2019
Shares 11,990 Value ($000) $2,655 Avg Close — Range —
Q3 2019
Shares 12,311 Value ($000) $2,413 Avg Close — Range —
Q2 2019
Shares 11,489 Value ($000) $2,328 Avg Close — Range —
Q1 2019
Shares 20,151 Value ($000) $3,977 Avg Close — Range —
Q4 2018
Shares 9,251 Value ($000) $1,642 Avg Close — Range —