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Invesco Dynamic Large etf - e shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Invesco Dynamic Large etf - e (PWB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Invesco Dynamic Large etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Large etf - e held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic Large etf - e by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 35k 125.42
2025-06-30 $4.7M 40k 117.44
2025-03-31 $4.6M 48k 96.04
2024-12-31 $5.2M 51k 101.74
2024-09-30 $5.4M 55k 98.68
2024-06-30 $5.6M 59k 94.45
2024-03-31 $6.5M 72k 89.29
2023-12-31 $8.8M 113k 77.70
2023-09-30 $26M 380k 67.79
2023-06-30 $27M 389k 70.62
2023-03-31 $25M 384k 64.99
2022-12-31 $23M 388k 59.74
2022-09-30 $22M 385k 56.95
2022-06-30 $22M 383k 58.67
2022-03-31 $28M 382k 72.25
2021-12-31 $31M 380k 80.77
2021-09-30 $28M 377k 74.02
2021-06-30 $27M 366k 74.46
2021-03-31 $25M 362k 68.07
2020-12-31 $24M 349k 67.58
2020-09-30 $22M 347k 61.90
2020-06-30 $19M 345k 54.77
2020-03-31 $15M 343k 43.75
2019-12-31 $17M 326k 51.39
2019-09-30 $16M 322k 48.34
2019-06-30 $16M 321k 48.37
2019-03-31 $15M 321k 47.46
2018-12-31 $13M 320k 41.47
2018-09-30 $15M 314k 48.24
2018-06-30 $14M 309k 44.98

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Invesco Dynamic Large etf - e

LPL Financial
Morgan Stanley
Raymond James Financial
Cambridge Investment Research Advisors
UBS Group
Act Wealth Management
Ameriprise Financial
Wharton Business Group
Garden State Investment Advisory Services
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Commonwealth Equity Services
Win Advisors
Baird Financial

View all funds holding Invesco Dynamic Large etf - e