Clearstead Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.5K	Hold	500	–	–	﹤0.01%	1396
2025 Q1	$35K	Hold	500	–	–	﹤0.01%	1260
2024 Q4	$34.6K	Hold	500	–	–	﹤0.01%	1249
2024 Q3	$35.9K	Hold	500	–	–	﹤0.01%	1275
2024 Q2	$32.7K	Buy	+500	New	+$32.7K	﹤0.01%	1263