Freestone Capital Holdings’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	–	Sell	-3,263	Closed	-$228K	–	480
2025 Q1	$228K	Buy	+3,263	New	+$228K	0.01%	393