United Capital Financial Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,493
| Closed | -$159K | – | 1109 |
|
|
2025
Q1 | $159K | Sell |
10,493
-2,016
| -16% | -$30.6K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $219K | Sell |
12,509
-447
| -3% | -$7.81K | ﹤0.01% | 985 |
|
|
2024
Q3 | $228K | Buy |
12,956
+88
| +0.7% | +$1.55K | ﹤0.01% | 963 |
|
|
2024
Q2 | $193K | Sell |
12,868
-451
| -3% | -$6.75K | ﹤0.01% | 975 |
|
|
2024
Q1 | $221K | Sell |
13,319
-2,782
| -17% | -$46.2K | ﹤0.01% | 982 |
|
|
2023
Q4 | $287K | Sell |
16,101
-3,382
| -17% | -$60.3K | ﹤0.01% | 887 |
|
|
2023
Q3 | $283K | Sell |
19,483
-1,354
| -6% | -$19.7K | ﹤0.01% | 738 |
|
|
2023
Q2 | $350K | Buy |
20,837
+530
| +3% | +$8.91K | ﹤0.01% | 739 |
|
|
2023
Q1 | $333K | Sell |
20,307
-1,858
| -8% | -$30.5K | ﹤0.01% | 793 |
|
|
2022
Q4 | $399K | Sell |
22,165
-1,338
| -6% | -$24.1K | ﹤0.01% | 801 |
|
|
2022
Q3 | $322K | Sell |
23,503
-4,435
| -16% | -$60.8K | ﹤0.01% | 886 |
|
|
2022
Q2 | $451K | Sell |
27,938
-7,700
| -22% | -$124K | ﹤0.01% | 823 |
|
|
2022
Q1 | $822K | Sell |
35,638
-3,254
| -8% | -$75.1K | ﹤0.01% | 712 |
|
|
2021
Q4 | $895K | Sell |
38,892
-4,760
| -11% | -$110K | ﹤0.01% | 702 |
|
|
2021
Q3 | $1.05M | Sell |
43,652
-19,481
| -31% | -$469K | 0.01% | 661 |
|
|
2021
Q2 | $1.69M | Sell |
63,133
-2,142
| -3% | -$57.3K | 0.01% | 574 |
|
|
2021
Q1 | $1.65M | Sell |
65,275
-10,284
| -14% | -$259K | 0.01% | 544 |
|
|
2020
Q4 | $1.32M | Sell |
75,559
-14,249
| -16% | -$248K | 0.01% | 603 |
|
|
2020
Q3 | $1.03M | Buy |
89,808
+2,577
| +3% | +$29.4K | 0.01% | 651 |
|
|
2020
Q2 | $939K | Buy |
87,231
+29,334
| +51% | +$316K | 0.01% | 676 |
|
|
2020
Q1 | $526K | Buy |
57,897
+6,198
| +12% | +$56.3K | ﹤0.01% | 791 |
|
|
2019
Q4 | $930K | Buy |
51,699
+5,662
| +12% | +$102K | 0.01% | 800 |
|
|
2019
Q3 | $780K | Sell |
46,037
-3,592
| -7% | -$60.9K | 0.01% | 813 |
|
|
2019
Q2 | $1.02M | Buy |
49,629
+619
| +1% | +$12.7K | 0.01% | 801 |
|
|
2019
Q1 | $946K | Buy |
+49,010
| New | +$946K | 0.01% | 781 |
|
|
2018
Q3 | – | Sell |
-44,967
| Closed | -$1.19M | – | 1355 |
|
|
2018
Q2 | $1.19M | Buy |
44,967
+944
| +2% | +$25.1K | 0.01% | 720 |
|
|
2018
Q1 | $1.41M | Sell |
44,023
-6,296
| -13% | -$202K | 0.01% | 682 |
|
|
2017
Q4 | $1.84M | Sell |
50,319
-1,201
| -2% | -$43.9K | 0.01% | 611 |
|
|
2017
Q3 | $1.81M | Buy |
51,520
+45,135
| +707% | +$1.58M | 0.02% | 607 |
|
|
2017
Q2 | $225K | Buy |
+6,385
| New | +$225K | ﹤0.01% | 1170 |
|
|
2015
Q3 | – | Sell |
-120,155
| Closed | -$4.51M | – | 1284 |
|
|
2015
Q2 | $4.51M | Buy |
+120,155
| New | +$4.51M | 0.05% | 356 |
|