Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 8877 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8936 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8945 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8952 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8955 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8754 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8538 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8326 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8013 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8026 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7854 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7730 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7593 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7450 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7192 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6926 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6667 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6463 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6247 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6091 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6003 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5921 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5769 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5786 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5681 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5596 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5436 |
|