Invesco’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 | $9.6M | Sell |
531,825
-16,805
| -3% | -$327K | ﹤0.01% | 1856 |
|
|
2025
Q4 | $9.63M | Buy |
548,630
+120,333
| +28% | +$2.33M | ﹤0.01% | 1867 |
|
|
2025
Q3 | $10.1M | Buy |
428,297
+19,486
| +5% | +$481K | ﹤0.01% | 1818 |
|
|
2025
Q2 | $10.3M | Sell |
408,811
-45,313
| -10% | -$1.06M | ﹤0.01% | 1760 |
|
|
2025
Q1 | $10.9M | Buy |
454,124
+19,305
| +4% | +$530K | ﹤0.01% | 1748 |
|
|
2024
Q4 | $12.7M | Buy |
434,819
+60,934
| +16% | +$1.89M | ﹤0.01% | 1717 |
|
|
2024
Q3 | $12M | Sell |
373,885
-16,008
| -4% | -$514K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $12M | Buy |
389,893
+13,261
| +4% | +$424K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $13.3M | Sell |
376,632
-30,524
| -7% | -$1.02M | ﹤0.01% | 1662 |
|
|
2023
Q4 | $13.8M | Sell |
407,156
-73,449
| -15% | -$2.19M | ﹤0.01% | 1611 |
|
|
2023
Q3 | $14.2M | Buy |
480,605
+72,683
| +18% | +$2.27M | ﹤0.01% | 1537 |
|
|
2023
Q2 | $12.7M | Sell |
407,922
-63,812
| -14% | -$1.87M | ﹤0.01% | 1636 |
|
|
2023
Q1 | $11.6M | Buy |
471,734
+35,188
| +8% | +$906K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $9.84M | Buy |
436,546
+123,706
| +40% | +$2.65M | ﹤0.01% | 1857 |
|
|
2022
Q3 | $5.48M | Sell |
312,840
-24,698
| -7% | -$615K | ﹤0.01% | 2175 |
|
|
2022
Q2 | $6.57M | Sell |
337,538
-86,152
| -20% | -$2.14M | ﹤0.01% | 2130 |
|
|
2022
Q1 | $10.7M | Buy |
423,690
+89,474
| +27% | +$3.23M | ﹤0.01% | 1926 |
|
|
2021
Q4 | $16.1M | Buy |
334,216
+27,309
| +9% | +$1.37M | ﹤0.01% | 1698 |
|
|
2021
Q3 | $17.3M | Buy |
306,907
+16,116
| +6% | +$949K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $15.4M | Sell |
290,791
-59,729
| -17% | -$3.47M | ﹤0.01% | 1782 |
|
|
2021
Q1 | $20.2M | Sell |
350,520
-57,674
| -14% | -$3.02M | 0.01% | 1534 |
|
|
2020
Q4 | $15.6M | Sell |
408,194
-93,683
| -19% | -$3.18M | ﹤0.01% | 1564 |
|
|
2020
Q3 | $15M | Sell |
501,877
-36,455
| -7% | -$1.08M | 0.01% | 1454 |
|
|
2020
Q2 | $15M | Sell |
538,332
-53,539
| -9% | -$1.19M | 0.01% | 1412 |
|
|
2020
Q1 | $8.37M | Sell |
591,871
-18,266
| -3% | -$440K | ﹤0.01% | 1610 |
|
|
2019
Q4 | $17.6M | Buy |
610,137
+2,133
| +0.4% | +$55.7K | 0.01% | 1499 |
|
|
2019
Q3 | $15.7M | Sell |
608,004
-91,698
| -13% | -$2.41M | ﹤0.01% | 1532 |
|
|
2019
Q2 | $18.6M | Buy |
699,702
+3,973
| +0.6% | +$94.4K | ﹤0.01% | 1477 |
|
|
2019
Q1 | $14.5M | Buy |
695,729
+253,694
| +57% | +$4.68M | ﹤0.01% | 1407 |
|
|
2018
Q4 | $7.16M | Buy |
442,035
+157,190
| +55% | +$2.28M | ﹤0.01% | 1735 |
|
|
2018
Q3 | $4.1M | Sell |
284,845
-7,476
| -3% | -$110K | ﹤0.01% | 2275 |
|
|
2018
Q2 | $4.3M | Sell |
292,321
-218,493
| -43% | -$2.37M | ﹤0.01% | 2231 |
|
|
2018
Q1 | $4.41M | Sell |
510,814
-187,729
| -27% | -$1.8M | ﹤0.01% | 2046 |
|
|
2017
Q4 | $7.75M | Buy |
698,543
+40,948
| +6% | +$448K | ﹤0.01% | 1726 |
|
|
2017
Q3 | $7.55M | Sell |
657,595
-125,012
| -16% | -$1.55M | ﹤0.01% | 1727 |
|
|
2017
Q2 | $9.17M | Sell |
782,607
-192,258
| -20% | -$2.17M | ﹤0.01% | 1612 |
|
|
2017
Q1 | $8.65M | Buy |
974,865
+268,961
| +38% | +$2.45M | ﹤0.01% | 1634 |
|
|
2016
Q4 | $7.94M | Sell |
705,904
-109,228
| -13% | -$1.22M | ﹤0.01% | 1693 |
|
|
2016
Q3 | $10.3M | Buy |
815,132
+205,000
| +34% | +$2.56M | ﹤0.01% | 1482 |
|
|
2016
Q2 | $7.49M | Buy |
610,132
+226,798
| +59% | +$3.05M | ﹤0.01% | 1617 |
|
|
2016
Q1 | $6.08M | Buy |
383,334
+224,906
| +142% | +$3M | ﹤0.01% | 1726 |
|
|
2015
Q4 | $2.37M | Buy |
158,428
+58,825
| +59% | +$1.12M | ﹤0.01% | 2413 |
|
|
2015
Q3 | $2.42M | Buy |
99,603
+11,672
| +13% | +$313K | ﹤0.01% | 2370 |
|
|
2015
Q2 | $2.49M | Buy |
87,931
+39,433
| +81% | +$1.18M | ﹤0.01% | 2475 |
|
|
2015
Q1 | $1.33M | Sell |
48,498
-86,940
| -64% | -$2.65M | ﹤0.01% | 2874 |
|
|
2014
Q4 | $4.92M | Buy |
135,438
+3,459
| +3% | +$111K | ﹤0.01% | 1919 |
|
|
2014
Q3 | $4M | Sell |
131,979
-2,807
| -2% | -$75.5K | ﹤0.01% | 2089 |
|
|
2014
Q2 | $3.87M | Buy |
134,786
+2,164
| +2% | +$61.2K | ﹤0.01% | 2152 |
|
|
2014
Q1 | $3.53M | Buy |
132,622
+110,918
| +511% | +$3M | ﹤0.01% | 2179 |
|
|
2013
Q4 | $724K | Sell |
21,704
-21,854
| -50% | -$756K | ﹤0.01% | 3275 |
|
|
2013
Q3 | $1.66M | Buy |
43,558
+24,435
| +128% | +$942K | ﹤0.01% | 2672 |
|
|
2013
Q2 | $718K | Buy |
+19,123
| New | +$693K | ﹤0.01% | 3096 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
