United Community Bank PBP — INVESCO EXCHANGE TRADED FD TR ETF

Ownership history in United Community Bank  ·  5 quarters on record

AI Ownership Summary

United Community Bank reported INVESCO EXCHANGE TRADED FD TR ETF (PBP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.15% in 2025 Q4. The latest visible filing shows PBP at 3.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Community Bank's position in INVESCO EXCHANGE TRADED FD TR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBP was reported at 3.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBP stock page United Community Bank fund profile United Community Bank full holdings
How United Community Bank held PBP — position size vs. price
% of Fund (quarterly)    PBP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 481,748 +1,482 +0.3% 3.53% $10.6M 2026-04-24 $22.48
2025 Q4 REDUCED 10.7% -1.0% ✅ 480,266 -57,662 -10.7% 4.15% $11.0M 2026-01-30 $22.27
2025 Q3 ADDED — — — 537,928 +8,690 +1.6% 3.68% $11.9M 2025-11-04 $20.95
2025 Q2 ADDED — — — 529,238 +496,193 +1501.6% 3.96% $11.6M 2025-07-31 $19.96
2025 Q1 INITIATED — — — 33,045 — — 0.27% $733K 2025-05-02 $19.13

🏢 Other funds also holding PBP

As of 2026 Q1 — sorted by position size

Roan Capital Partners 0.25% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.24% Capital Advisors, Ltd. LLC 3Y 7Y 0.02% IAG Wealth Partners, LLC 3Y 0.02% Provenance Wealth Advisors, LLC 0.02% CENTRAL TRUST Co 3Y 7Y 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Physician Wealth Advisors, Inc. 3Y 0.0% AdvisorNet Financial, Inc 3Y 7Y 0.0% Envestnet Portfolio Solutions, Inc. 0.0%

FAQ About United Community Bank and PBP

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Community Bank reported owning PBP?

United Community Bank reported PBP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PBP position in United Community Bank's portfolio?

The largest reported portfolio weight for PBP was 4.15% in 2025 Q4.

What is the latest reported PBP position on this page?

The most recent filing on this page is 2026 Q1, when United Community Bank reported 481,748 shares, equal to 3.53% of portfolio, with an estimated market value of $10.6M.

What does the chart on this PBP ownership page compare?

The chart compares United Community Bank's quarterly PBP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did United Community Bank time their PBP position?

Based on 13F filing dates vs. subsequent PBP price moves, United Community Bank correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PBP relative to SPY over the holding period was -7.9%.

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