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PBEPBE
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO EXCHANGE TRADED FD T

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 101,985 shares of PBE (INVESCO EXCHANGE TRADED FD T), worth $8.1M as of 2026-Q1. The position was decreased (-0.2% shares). PBE represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$8.1M

Current Shares

101,985

Total Value Change

+$2.1M

Total Shares Change

+16,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
101,985
-0.2%
$8.1M0.0%$79.79
0
2025-Q4
Increased
102,207
+20.1%
$8.4M0.1%$82.41
33
2025-Q3
New
85,095
-
$5.9M0.0%$68.80
38

Other major holders of PBE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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