AIA
Arcadia Investment Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
245
+15
| +7% | +$4.35K | 0.04% | 58 |
|
|
2025
Q1 | $56.4K | Hold |
230
| – | – | 0.03% | 55 |
|
|
2024
Q4 | $55.1K | Hold |
230
| – | – | 0.03% | 55 |
|
|
2024
Q3 | $48.5K | Hold |
230
| – | – | 0.03% | 56 |
|
|
2024
Q2 | $46.5K | Sell |
230
-97
| -30% | -$19.6K | 0.03% | 55 |
|
|
2024
Q1 | $56.2K | Hold |
327
| – | – | 0.03% | 54 |
|
|
2023
Q4 | $48.2K | Hold |
327
| – | – | 0.03% | 56 |
|
|
2023
Q3 | $41.3K | Sell |
327
-1,200
| -79% | -$151K | 0.03% | 55 |
|
|
2023
Q2 | $111K | Hold |
1,527
| – | – | 0.07% | 44 |
|
|
2023
Q1 | $104K | Hold |
1,527
| – | – | 0.07% | 43 |
|
|
2022
Q4 | $103K | Hold |
1,527
| – | – | 0.07% | 43 |
|
|
2022
Q3 | $91.3K | Hold |
1,527
| – | – | 0.07% | 44 |
|
|
2022
Q2 | $94K | Hold |
1,527
| – | – | 0.07% | 41 |
|
|
2022
Q1 | $113K | Hold |
1,527
| – | – | 0.07% | 42 |
|
|
2021
Q4 | $121K | Hold |
1,527
| – | – | 0.06% | 42 |
|
|
2021
Q3 | $118K | Hold |
1,527
| – | – | 0.06% | 43 |
|
|
2021
Q2 | $118K | Hold |
1,527
| – | – | 0.06% | 42 |
|
|
2021
Q1 | $113K | Hold |
1,527
| – | – | 0.06% | 42 |
|
|
2020
Q4 | $97.4K | Hold |
1,527
| – | – | 0.06% | 40 |
|
|
2020
Q3 | $75.4K | Buy |
+1,527
| New | +$75.4K | 0.05% | 42 |
|