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United Capital Financial Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

United Capital Financial Advisors’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
14,237
-1,999
-12% -$211K 0.01% 656
2026
Q1 		$1.71M Sell
16,236
-3,586
-18% -$379K 0.01% 597
2025
Q4 		$2.09M Sell
19,822
-162
-0.8% -$17.1K 0.01% 528
2025
Q3 		$2.11M Buy
19,984
+3,542
+22% +$374K 0.02% 456
2025
Q2 		$1.74M Buy
16,442
+4,889
+42% +$516K 0.01% 472
2025
Q1 		$1.22M Sell
11,553
-2,200
-16% -$232K 0.01% 528
2024
Q4 		$1.45M Sell
13,753
-4,923
-26% -$520K 0.01% 483
2024
Q3 		$1.97M Sell
18,676
-1,079
-5% -$114K 0.02% 422
2024
Q2 		$2.08M Sell
19,755
-4,891
-20% -$516K 0.02% 395
2024
Q1 		$2.6M Sell
24,646
-1,501
-6% -$158K 0.02% 380
2023
Q4 		$2.76M Buy
26,147
+8,020
+44% +$847K 0.02% 367
2023
Q3 		$1.91M Buy
18,127
+7,623
+73% +$805K 0.01% 429
2023
Q2 		$1.11M Buy
10,504
+8,265
+369% +$872K 0.01% 530
2023
Q1 		$236K Sell
2,239
-10
-0.4% -$1.05K ﹤0.01% 887
2022
Q4 		$237K Buy
+2,249
New +$237K ﹤0.01% 940

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

United Capital Financial Advisors's TBLL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Invesco Short Term Treasury ETF (TBLL) stake by 12% in Q2 2026, selling an estimated $211K and leaving 14,237 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #656.

United Capital Financial Advisors first reported a position in TBLL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.76M in Q4 2023. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • United Capital Financial Advisors held 14,237 shares of Invesco Short Term Treasury ETF worth $1.5M as of Q2 2026.
  • United Capital Financial Advisors sold 1,999 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $211K.
  • Invesco Short Term Treasury ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #656 holding.
  • United Capital Financial Advisors first reported a position in Invesco Short Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Invesco Short Term Treasury ETF position peaked at $2.76M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.