United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Guggenheim Bullet Shrs 2018 Hy Corp Bd ETF	Q2 2018 Filed on Aug 14, 2018	1,096,714	N/A
Guggenheim Bullet Shrs 2020 Corp Bd ETF	Q2 2018 Filed on Aug 14, 2018	109,190	N/A
Guggenheim Bullet Shrs 2019 Corp Bd ETF	Q2 2018 Filed on Aug 14, 2018	168,999	N/A
Guggenheim Bullet Shrs 2018 Corp Bd ETF	Q2 2018 Filed on Aug 14, 2018	104,239	N/A
Guggenheim Msci Global Timber ETF	Q2 2018 Filed on Aug 14, 2018	125,789	N/A
SBS Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp Utilities	Q2 2018 Filed on Aug 14, 2018	309,062	$5.78 - $10.43 $1.79M - $3.22M
Global X Msci Greece ETF	Q2 2018 Filed on Aug 14, 2018	180,235	N/A
HEEM Ishares Currency Hedged Msci E ETFs	Q2 2018 Filed on Aug 14, 2018	7,905	$25.03 - $27.18 $198K - $215K
EWM Ishs Msci Malaysia ETF ETFs	Q2 2018 Filed on Aug 14, 2018	54,717	N/A
Liberty Interactive Corp Qvc Gp Com Ser A	Q2 2018 Filed on Aug 14, 2018	13,969	N/A
The Michaels Companies Inc	Q2 2018 Filed on Aug 14, 2018	48,020	N/A
Nuveen High Income Nov 2021 Target Term	Q2 2018 Filed on Aug 14, 2018	11,700	N/A
Power Shares Qqq ETF	Q2 2018 Filed on Aug 14, 2018	125,021	N/A
Power Shares S&P 500 Downside Hedged ETF	Q2 2018 Filed on Aug 14, 2018	23,118	N/A
Power Shares Dwa Momentum ETF	Q2 2018 Filed on Aug 14, 2018	11,416	N/A
Power Shares High Yld Eq Div Achiev ETF	Q2 2018 Filed on Aug 14, 2018	1,103,163	N/A
Power Shares Dwa Energy Momentum ETF	Q2 2018 Filed on Aug 14, 2018	5,734	N/A
Power Shares Ftse Rafi Us 1500 Sm Mid ETF	Q2 2018 Filed on Aug 14, 2018	3,410	N/A
Power Shares Dynamic Large Cap Growth ETF	Q2 2018 Filed on Aug 14, 2018	591,494	N/A
Power Shares S&P 500 Quality ETF	Q2 2018 Filed on Aug 14, 2018	87,397	N/A
Power Shares Dynamic Leisure & Entmnt ETF	Q2 2018 Filed on Aug 14, 2018	303,048	N/A
Power Shares Dwa Developed Mkts Mom ETF	Q2 2018 Filed on Aug 14, 2018	8,536	N/A
Power Shares Global Shrt Term Hi Yld Bd ETF	Q2 2018 Filed on Aug 14, 2018	30,158	N/A
Power Shares Senior Loan ETF	Q2 2018 Filed on Aug 14, 2018	1,274,654	N/A
Power Shares Fundamental Hi Yld Corp Bd ETF	Q2 2018 Filed on Aug 14, 2018	63,086	N/A
Power Shares Preferred ETF	Q2 2018 Filed on Aug 14, 2018	86,201	N/A
Power Shares Variable Rate Preferred ETF	Q2 2018 Filed on Aug 14, 2018	44,734	N/A
Power Shares S&P Small Cap Cnsmr Stapl ETF	Q2 2018 Filed on Aug 14, 2018	23,587	N/A
Power Shares S&P Mid Cap Low Volatil ETF	Q2 2018 Filed on Aug 14, 2018	56,974	N/A
Power Shares S&P 500 High Div Low Vol Etf	Q2 2018 Filed on Aug 14, 2018	18,647	N/A
Power Shares S&P Small Cap Utilities ETF	Q2 2018 Filed on Aug 14, 2018	33,821	N/A
Power Shares S&P Small Cap Info Tech ETF	Q2 2018 Filed on Aug 14, 2018	7,300	N/A
Power Shares S&P Small Cap Health Care ETF	Q2 2018 Filed on Aug 14, 2018	55,025	N/A
P Sivida Corp	Q2 2018 Filed on Aug 14, 2018	10,000	N/A
Guggenheim S&P 500 Equal Weight ETF	Q2 2018 Filed on Aug 14, 2018	66,844	N/A
Guggenheim S&P Mid Cap 400 Pure Gr ETF	Q2 2018 Filed on Aug 14, 2018	6,207	N/A
Guggenheim S&P 500 Eq Wt Technology ETF	Q2 2018 Filed on Aug 14, 2018	17,899	N/A
Guggenheim S&P 500 Eq Wt Indls ETF	Q2 2018 Filed on Aug 14, 2018	15,971	N/A
Guggenheim S&P 500 Eq Weight Fincl ETF	Q2 2018 Filed on Aug 14, 2018	42,075	N/A
Guggenheim S&P 500 Equal Wt Energy ETF	Q2 2018 Filed on Aug 14, 2018	25,068	N/A
SPIP Spdr Ser Tr Spdr Portfolio Tip ETFs	Q2 2018 Filed on Aug 14, 2018	10,732	N/A
XRT Spdr Series Tr Spdr S&P Retail ETFs	Q2 2018 Filed on Aug 14, 2018	4,982	N/A
Src Energy Inc	Q2 2018 Filed on Aug 14, 2018	68,434	N/A
Statoil Asa	Q2 2018 Filed on Aug 14, 2018	12,415	N/A
BJK Vaneck ETF Tr Vaneck Gaming Et ETFs	Q2 2018 Filed on Aug 14, 2018	330,473	N/A
Westar Energy Inc	Q2 2018 Filed on Aug 14, 2018	9,667	N/A
Mylan Nv	Q2 2018 Filed on Aug 14, 2018	6,430	N/A
VLRS Controladora Vuela Compania De Aviacion, S.A.B. De C.V. Industrials	Q2 2018 Filed on Aug 14, 2018	309,709	$5.03 - $8.94 $1.56M - $2.77M
Cooper Tire & Rubber CO	Q2 2018 Filed on Aug 14, 2018	15,416	N/A
Power Shares Emerging Markets Sov Dbt ETF	Q2 2018 Filed on Aug 14, 2018	31,272	N/A

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