INVESCO EXCHANGE TRADED FD T

Ticker: PRF CUSIP: 46137V613 Class: RAFI US 1000 ETF

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

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

Q4 2025
Shares 20,359 Value ($000) $955 Avg Close — Range —
Q1 2023
Shares 2,025 Value ($000) $317 Avg Close — Range —
Q4 2022
Shares 2,184 Value ($000) $339 Avg Close — Range —
Q3 2022
Shares 2,099 Value ($000) $291 Avg Close — Range —
Q2 2022
Shares 2,060 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 2,089 Value ($000) $357 Avg Close — Range —
Q4 2021
Shares 1,983 Value ($000) $340 Avg Close — Range —
Q3 2021
Shares 1,974 Value ($000) $313 Avg Close — Range —
Q2 2021
Shares 1,974 Value ($000) $316 Avg Close — Range —
Q1 2021
Shares 2,111 Value ($000) $320 Avg Close — Range —
Q4 2020
Shares 1,934 Value ($000) $258 Avg Close — Range —
Q3 2020
Shares 1,780 Value ($000) $203 Avg Close — Range —
Q2 2020
Shares 2,283 Value ($000) $247 Avg Close — Range —
Q4 2019
Shares 3,237 Value ($000) $410 Avg Close — Range —
Q3 2019
Shares 3,789 Value ($000) $447 Avg Close — Range —
Q2 2019
Shares 3,704 Value ($000) $432 Avg Close — Range —
Q1 2019
Shares 3,039 Value ($000) $345 Avg Close — Range —
Q4 2018
Shares 3,128 Value ($000) $318 Avg Close — Range —
Q3 2018
Shares 3,033 Value ($000) $360 Avg Close — Range —