United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-103,571	Closed	-$6.67M	–	1214
2021 Q4	$6.67M	Sell	103,571 -1,936	-2%	-$125K	0.03%	335
2021 Q3	$6.47M	Buy	105,507 +580	+0.6%	+$35.3K	0.03%	333
2021 Q2	$6.27M	Buy	104,927 +4,787	+5%	+$287K	0.03%	346
2021 Q1	$5.59M	Buy	100,140 +37,775	+61%	+$1.99M	0.03%	346
2020 Q4	$2.99M	Buy	62,365 +65	+0.1%	+$2.83K	0.02%	429
2020 Q3	$2.37M	Buy	62,300 +60	+0.1%	+$2.31K	0.02%	463
2020 Q2	$2.32M	Buy	+62,240	New	+$2.21M	0.02%	484
2018 Q3	–	Sell	-40,759	Closed	-$1.73M	–	1366
2018 Q2	$1.73M	Sell	40,759 -1,316	-3%	-$57.8K	0.01%	628
2018 Q1	$1.85M	Sell	42,075 -1,219	-3%	-$55.2K	0.01%	610
2017 Q4	$1.91M	Sell	43,294 -3,156	-7%	-$134K	0.02%	604
2017 Q3	$1.92M	Sell	46,450 -6,354	-12%	-$253K	0.02%	583
2017 Q2	$2.09M	Buy	+52,804	New	+$2M	0.02%	560