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Invesco Exchng Traded Fd Tr s&p midcp low shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Invesco Exchng Traded Fd Tr s&p midcp low

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All positions including Invesco Exchng Traded Fd Tr s&p midcp low 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 Exchng Traded Fd Tr s&p midcp low by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $915k 14k 63.56
2025-06-30 $945k 15k 61.67
2025-03-31 $946k 15k 61.72
2024-12-31 $1.1M 18k 60.82
2024-09-30 $1.1M 18k 61.04
2024-06-30 $990k 18k 55.23
2024-03-31 $1.0M 18k 56.40
2023-12-31 $950k 18k 53.18
2023-09-30 $906k 18k 49.17
2023-06-30 $968k 19k 51.75
2023-03-31 $1.0M 19k 52.40
2022-12-31 $1.3M 24k 53.49
2022-09-30 $1.2M 24k 48.02
2022-06-30 $1.3M 26k 51.40
2022-03-31 $1.5M 26k 55.81
2021-12-31 $2.2M 37k 58.47
2021-09-30 $2.4M 45k 52.51
2021-06-30 $3.2M 60k 53.48
2021-03-31 $1.6M 31k 52.35
2020-12-31 $2.0M 41k 48.12
2020-09-30 $1.8M 43k 41.66
2020-06-30 $1.8M 44k 41.38
2020-03-31 $2.0M 50k 39.83
2019-12-31 $2.7M 50k 53.80
2019-09-30 $2.5M 47k 52.61
2019-06-30 $2.5M 48k 51.27
2019-03-31 $2.3M 47k 49.68
2018-12-31 $2.1M 48k 44.39
2018-09-30 $2.5M 51k 48.54
2018-06-30 $2.4M 52k 47.01

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 Exchng Traded Fd Tr s&p midcp low

Boothbay Fund Management
LPL Financial
Morgan Stanley
Cambridge Investment Research Advisors
Brookstone Capital Management
UBS Group
Envestnet Asset Management
DORVAL Corp
Raymond James Financial
Ameriprise Financial
Pnc Financial Services
Commonwealth Equity Services
Baird Financial
Avid Wealth Partners
Jpmorgan Chase & Co

View all funds holding Invesco Exchng Traded Fd Tr s&p midcp low