HBK Sorce Advisory’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
Q3 | $664K | Buy |
|
|||||
|
2025
Q2 | $629K | Buy |
|
|||||
|
2025
Q1 | $605K | Buy |
|
|||||
|
2024
Q4 | $578K | Sell |
|
|||||
|
2024
Q3 | $607K | Buy |
|
|||||
|
2024
Q2 | $549K | Sell |
|
|||||
|
2024
Q1 | $584K | Buy |
|
|||||
|
2023
Q4 | $511K | Buy |
|
|||||
|
2023
Q3 | $458K | Sell |
|
|||||
|
2023
Q2 | $491K | Hold |
|
|||||
|
2023
Q1 | $467K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $373K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $348K | Sell |
|
|||||
|
2017
Q3 | $335K | Sell |
|
|||||
|
2017
Q2 | $329K | Hold |
|
|||||
|
2017
Q1 | $328K | Sell |
|
|||||
|
2016
Q4 | $325K | Sell |
|
|||||
|
2016
Q3 | $328K | Sell |
|
|||||
|
2016
Q2 | $394K | Buy |
|