First Trust Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.55M | Buy |
196,526
+71,598
| +57% | +$1.4M | ﹤0.01% | 1650 |
|
|
2025
Q4 | $2.19M | Buy |
124,928
+20,918
| +20% | +$404K | ﹤0.01% | 1842 |
|
|
2025
Q3 | $2.46M | Sell |
104,010
-3,569
| -3% | -$88.1K | ﹤0.01% | 1739 |
|
|
2025
Q2 | $2.7M | Buy |
107,579
+28,476
| +36% | +$665K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $1.9M | Buy |
79,103
+8,357
| +12% | +$230K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $2.06M | Buy |
+70,746
| New | +$2.2M | ﹤0.01% | 1793 |
|
|
2024
Q2 | – | Sell |
-20,524
| Closed | -$723K | – | 2430 |
|
|
2024
Q1 | $723K | Buy |
20,524
+444
| +2% | +$14.8K | ﹤0.01% | 2061 |
|
|
2023
Q4 | $682K | Sell |
20,080
-42,629
| -68% | -$1.27M | ﹤0.01% | 2072 |
|
|
2023
Q3 | $1.85M | Buy |
62,709
+39,175
| +166% | +$1.22M | ﹤0.01% | 1716 |
|
|
2023
Q2 | $733K | Sell |
23,534
-37,203
| -61% | -$1.09M | ﹤0.01% | 2051 |
|
|
2023
Q1 | $1.49M | Sell |
60,737
-49,919
| -45% | -$1.29M | ﹤0.01% | 1827 |
|
|
2022
Q4 | $2.5M | Sell |
110,656
-39,030
| -26% | -$836K | ﹤0.01% | 1592 |
|
|
2022
Q3 | $2.62M | Sell |
149,686
-360
| -0.2% | -$8.96K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $2.92M | Buy |
150,046
+90,616
| +152% | +$2.26M | ﹤0.01% | 1559 |
|
|
2022
Q1 | $1.5M | Sell |
59,430
-113,190
| -66% | -$4.09M | ﹤0.01% | 1887 |
|
|
2021
Q4 | $8.29M | Buy |
172,620
+74,018
| +75% | +$3.7M | 0.01% | 1133 |
|
|
2021
Q3 | $5.54M | Sell |
98,602
-26,881
| -21% | -$1.58M | 0.01% | 1251 |
|
|
2021
Q2 | $6.66M | Buy |
125,483
+5,275
| +4% | +$306K | 0.01% | 1163 |
|
|
2021
Q1 | $6.93M | Buy |
120,208
+24,050
| +25% | +$1.26M | 0.01% | 1075 |
|
|
2020
Q4 | $3.68M | Buy |
96,158
+6,622
| +7% | +$225K | ﹤0.01% | 1253 |
|
|
2020
Q3 | $2.68M | Buy |
89,536
+62,604
| +232% | +$1.85M | ﹤0.01% | 1226 |
|
|
2020
Q2 | $749K | Sell |
26,932
-54,644
| -67% | -$1.21M | ﹤0.01% | 1862 |
|
|
2020
Q1 | $1.15M | Sell |
81,576
-35,263
| -30% | -$849K | ﹤0.01% | 1554 |
|
|
2019
Q4 | $3.37M | Sell |
116,839
-24,089
| -17% | -$630K | 0.01% | 1283 |
|
|
2019
Q3 | $3.63M | Sell |
140,928
-49,706
| -26% | -$1.31M | 0.01% | 1214 |
|
|
2019
Q2 | $5.08M | Buy |
+190,634
| New | +$4.53M | 0.01% | 1058 |
|
|
2017
Q2 | – | Sell |
-47,425
| Closed | -$421K | – | 2444 |
|
|
2017
Q1 | $421K | Sell |
47,425
-3,215
| -6% | -$29.2K | ﹤0.01% | 2131 |
|
|
2016
Q4 | $570K | Buy |
+50,640
| New | +$564K | ﹤0.01% | 2071 |
|
|
2016
Q2 | – | Sell |
-285,139
| Closed | -$4.52M | – | 2377 |
|
|
2016
Q1 | $4.52M | Buy |
285,139
+52,889
| +23% | +$706K | 0.01% | 968 |
|
|
2015
Q4 | $3.48M | Sell |
232,250
-5,580
| -2% | -$107K | 0.01% | 1118 |
|
|
2015
Q3 | $5.77M | Buy |
237,830
+62,550
| +36% | +$1.68M | 0.02% | 906 |
|
|
2015
Q2 | $4.97M | Buy |
175,280
+32,294
| +23% | +$969K | 0.01% | 1054 |
|
|
2015
Q1 | $3.92M | Sell |
142,986
-59,645
| -29% | -$1.82M | 0.01% | 1126 |
|
|
2014
Q4 | $7.36M | Sell |
202,631
-31,931
| -14% | -$1.03M | 0.02% | 862 |
|
|
2014
Q3 | $7.12M | Sell |
234,562
-73
| -0% | -$1.96K | 0.03% | 849 |
|
|
2014
Q2 | $6.73M | Buy |
234,635
+80,763
| +52% | +$2.28M | 0.03% | 837 |
|
|
2014
Q1 | $4.09M | Sell |
153,872
-40,452
| -21% | -$1.1M | 0.02% | 1052 |
|
|
2013
Q4 | $6.48M | Buy |
194,324
+17,188
| +10% | +$595K | 0.03% | 825 |
|
|
2013
Q3 | $6.75M | Buy |
177,136
+8,070
| +5% | +$311K | 0.04% | 715 |
|
|
2013
Q2 | $6.35M | Buy |
+169,066
| New | +$6.12M | 0.04% | 639 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
