INVESCO EXCHANGE TRADED FD T

Ticker: PWB CUSIP: 46137V746 Class: LARGE CAP GROWTH

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

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

Q4 2025
Shares 31,532 Value ($000) $4,008 Avg Close — Range —
Q3 2025
Shares 35,083 Value ($000) $4,400 Avg Close — Range —
Q2 2025
Shares 40,154 Value ($000) $4,716 Avg Close — Range —
Q1 2025
Shares 48,247 Value ($000) $4,634 Avg Close — Range —
Q4 2024
Shares 50,775 Value ($000) $5,166 Avg Close — Range —
Q3 2024
Shares 54,631 Value ($000) $5,391 Avg Close — Range —
Q2 2024
Shares 59,250 Value ($000) $5,596 Avg Close — Range —
Q1 2024
Shares 72,373 Value ($000) $6,462 Avg Close — Range —
Q4 2023
Shares 112,666 Value ($000) $8,754 Avg Close — Range —
Q3 2023
Shares 379,505 Value ($000) $25,727 Avg Close — Range —
Q2 2023
Shares 388,633 Value ($000) $27,445 Avg Close — Range —
Q1 2023
Shares 383,690 Value ($000) $24,936 Avg Close — Range —
Q4 2022
Shares 388,216 Value ($000) $23,192 Avg Close — Range —
Q3 2022
Shares 385,026 Value ($000) $21,927 Avg Close — Range —
Q2 2022
Shares 382,581 Value ($000) $22,446 Avg Close — Range —
Q1 2022
Shares 382,249 Value ($000) $27,618 Avg Close — Range —
Q4 2021
Shares 380,115 Value ($000) $30,702 Avg Close — Range —
Q3 2021
Shares 377,234 Value ($000) $27,923 Avg Close — Range —
Q2 2021
Shares 366,288 Value ($000) $27,274 Avg Close — Range —
Q1 2021
Shares 361,881 Value ($000) $24,633 Avg Close — Range —
Q4 2020
Shares 349,417 Value ($000) $23,614 Avg Close — Range —
Q3 2020
Shares 346,557 Value ($000) $21,452 Avg Close — Range —
Q2 2020
Shares 344,586 Value ($000) $18,873 Avg Close — Range —
Q1 2020
Shares 342,906 Value ($000) $15,002 Avg Close — Range —
Q4 2019
Shares 326,424 Value ($000) $16,775 Avg Close — Range —
Q3 2019
Shares 321,792 Value ($000) $15,555 Avg Close — Range —
Q2 2019
Shares 321,268 Value ($000) $15,540 Avg Close — Range —
Q1 2019
Shares 320,600 Value ($000) $15,216 Avg Close — Range —
Q4 2018
Shares 320,360 Value ($000) $13,285 Avg Close — Range —
Q3 2018
Shares 314,423 Value ($000) $15,168 Avg Close — Range —
Q2 2018
Shares 309,132 Value ($000) $13,905 Avg Close — Range —