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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

Tip: Access up to 7 years of quarterly data

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
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)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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

Bank of New York Mellon
Cambridge Investment Research Advisors
Brookstone Capital Management
Huntington National Bank
Commonwealth Equity Services
UBS Group
Pnc Financial Services
DORVAL Corp
Wells Fargo & Company
JFS Wealth Advisors
Mercer Global Advisors
Bank of America Corporation
PFS Partners
Advisor Group Holdings
Baird Financial

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