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Invesco Exchng Traded Fd Tr s&p 500 ex rat shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 ex rat (XRLV) 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 500 ex rat

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 ex rat 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 500 ex rat by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 20k 53.97

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)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Invesco Exchng Traded Fd Tr s&p 500 ex rat

HighTower Advisors
Jones Financial Companies, L.L
MGB Wealth Management
United Capital Financial Advisers
LPL Financial
Advisor Group Holdings
SFMG Wealth Advisors
D.A. Davidson & Co.
Janney Montgomery Scott
Goldman Sachs Group
Silver Oak Securities
Goss Wealth Management
Susquehanna International
Citadel Advisors
Ambassador Advisors

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 ex rat