UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in PBE — Invesco Biotechnology & Genome ETF
CIK 1463217
IRVING, TX
All Filings in PBE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PBE | $8,075,172 | 101,985 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 PBE | $8,396,305 | 102,207 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 PBE | $5,945,587 | 85,095 | Shares | Defined | 2025-11-14 | |
| 2021-12-31 PBE | $210,924 | 2,962 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 PBE | $221,676 | 2,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 PBE | $229,051 | 2,962 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 PBE | $218,654 | 2,962 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 PBE | $207,725 | 2,962 | Shares | Defined | 2021-02-17 | |
| 2020-06-30 PBE | $260,000 | 4,462 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 PBE | $207,438 | 4,462 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||