United Capital Financial Advisers, LLC Invesco BulletShares 2021 Corporate Bond ETF Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-142,715 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-12,035 Reduced 7.78%	142,715 $3.01 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-27,831 Reduced 15.24%	154,750 $3.27 Million
Q1 2021 May 14, 2021	SELL	N/A	-51,111 Reduced 21.87%	182,581 $3.86 Million
Q4 2020 Feb 17, 2021	SELL	N/A	-19,966 Reduced 7.87%	233,692 $4.96 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-24,703 Reduced 8.87%	253,658 $5.41 Million
Q2 2020 Aug 13, 2020	BUY	N/A	93,681 Added 50.73%	278,361 $5.95 Million
Q1 2020 May 15, 2020	BUY	N/A	952 Added 0.52%	184,680 $3.87 Million
Q4 2019 Feb 14, 2020	BUY	N/A	3,961 Added 2.2%	183,728 $3.9 Million
Q3 2019 Nov 14, 2019	BUY	N/A	17,110 Added 10.52%	179,767 $3.82 Million
Q2 2019 Aug 13, 2019	BUY	N/A	33,968 Added 26.4%	162,657 $3.45 Million
Q1 2019 May 14, 2019	BUY	N/A	12,275 Added 10.54%	128,689 $2.71 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-6,968 Reduced 5.65%	116,414 $2.42 Million
Q3 2018 Nov 14, 2018	BUY	N/A	6,832 Added 5.86%	123,382 $2.56 Million
Q2 2018 Aug 14, 2018	BUY	N/A	116,550 New	116,550 $2.42 Million

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