Lakeshore Financial Planning’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 Q1	–	Sell	-2,950	Closed	-$204K	–	85
2024 Q4	$204K	Hold	2,950	–	–	0.09%	76
2024 Q3	$212K	Buy	+2,950	New	+$212K	0.09%	71