Lakeshore Financial Planning’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Lakeshore Financial Planning’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$204K	Hold
2024 Q3	$212K	Buy