UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1463217
IRVING, TX
All Filings in KBWY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $203,988 | 13,350 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 KBWY | $285,455 | 18,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 KBWY | $417,092 | 26,150 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 KBWY | $516,730 | 32,850 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 KBWY | $658,887 | 39,478 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 KBWY | $712,244 | 39,768 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 KBWY | $863,791 | 40,938 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 KBWY | $784,038 | 43,973 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 KBWY | $966,090 | 53,523 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 KBWY | $1,108,305 | 54,921 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 KBWY | $1,025,705 | 58,746 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 KBWY | $1,124,385 | 62,605 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 KBWY | $991,417 | 53,940 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 KBWY | $1,044,761 | 53,605 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 KBWY | $567,013 | 29,890 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 KBWY | $611,782 | 27,695 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||