Formidable Asset Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $231K | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $232K | Hold |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $227K | Hold |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $206K | Hold |
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|
2016
Q1 | $197K | Sell |
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|
2015
Q4 | $501K | Sell |
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|
2015
Q3 | $625K | Sell |
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|
2015
Q2 | $750K | Hold |
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|
2015
Q1 | $748K | Sell |
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|
2014
Q4 | $751K | Buy |
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|
2014
Q3 | $737K | Hold |
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|
2014
Q2 | $753K | Hold |
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|
2014
Q1 | $702K | Sell |
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|
2013
Q4 | $742K | Buy |
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