LPL Financial’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
Q2 | $993K | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $592K | Buy |
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|
2024
Q2 | $534K | Sell |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $520K | Buy |
|
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $549K | Buy |
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|
2018
Q4 | $433K | Sell |
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|
2018
Q3 | $978K | Sell |
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|
2018
Q2 | $953K | Buy |
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|
2018
Q1 | $802K | Sell |
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|
2017
Q4 | $849K | Sell |
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|
2017
Q3 | $942K | Sell |
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|
2017
Q2 | $1.08M | Sell |
|
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|
2017
Q1 | $1.3M | Sell |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $548K | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $857K | Sell |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $862K | Sell |
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|
2014
Q4 | $919K | Sell |
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|
2014
Q3 | $971K | Buy |
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|
2014
Q2 | $1.01M | Buy |
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|
2014
Q1 | $796K | Buy |
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|
2013
Q4 | $655K | Buy |
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|
2013
Q3 | $542K | Sell |
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|
2013
Q2 | $519K | Buy |
|