LPL Financial’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
Q2 | $993K | Sell |
13,997
-12,272
| -47% | -$871K | ﹤0.01% | 3732 |
|
|
2025
Q1 | $1.84M | Buy |
26,269
+18,023
| +219% | +$1.26M | ﹤0.01% | 3000 |
|
|
2024
Q4 | $570K | Buy |
8,246
+1
| +0% | +$69 | ﹤0.01% | 3928 |
|
|
2024
Q3 | $592K | Buy |
8,245
+97
| +1% | +$6.97K | ﹤0.01% | 3792 |
|
|
2024
Q2 | $534K | Sell |
8,148
-479
| -6% | -$31.4K | ﹤0.01% | 3763 |
|
|
2024
Q1 | $571K | Buy |
8,627
+1,450
| +20% | +$95.9K | ﹤0.01% | 3617 |
|
|
2023
Q4 | $443K | Sell |
7,177
-199
| -3% | -$12.3K | ﹤0.01% | 3711 |
|
|
2023
Q3 | $411K | Sell |
7,376
-2,003
| -21% | -$112K | ﹤0.01% | 3611 |
|
|
2023
Q2 | $546K | Sell |
9,379
-3
| -0% | -$175 | ﹤0.01% | 3340 |
|
|
2023
Q1 | $520K | Buy |
9,382
+887
| +10% | +$49.1K | ﹤0.01% | 3279 |
|
|
2022
Q4 | $460K | Sell |
8,495
-126
| -1% | -$6.83K | ﹤0.01% | 3311 |
|
|
2022
Q3 | $437K | Buy |
8,621
+272
| +3% | +$13.8K | ﹤0.01% | 3261 |
|
|
2022
Q2 | $427K | Sell |
8,349
-2,494
| -23% | -$128K | ﹤0.01% | 3318 |
|
|
2022
Q1 | $662K | Sell |
10,843
-2,067
| -16% | -$126K | ﹤0.01% | 2963 |
|
|
2021
Q4 | $812K | Buy |
12,910
+520
| +4% | +$32.7K | ﹤0.01% | 2833 |
|
|
2021
Q3 | $744K | Buy |
12,390
+197
| +2% | +$11.8K | ﹤0.01% | 2840 |
|
|
2021
Q2 | $750K | Buy |
12,193
+484
| +4% | +$29.8K | ﹤0.01% | 2801 |
|
|
2021
Q1 | $678K | Buy |
11,709
+1,846
| +19% | +$107K | ﹤0.01% | 2747 |
|
|
2020
Q4 | $502K | Sell |
9,863
-211
| -2% | -$10.7K | ﹤0.01% | 2746 |
|
|
2020
Q3 | $401K | Sell |
10,074
-363
| -3% | -$14.4K | ﹤0.01% | 2645 |
|
|
2020
Q2 | $408K | Sell |
10,437
-760
| -7% | -$29.7K | ﹤0.01% | 2566 |
|
|
2020
Q1 | $321K | Buy |
11,197
+281
| +3% | +$8.06K | ﹤0.01% | 2444 |
|
|
2019
Q4 | $525K | Buy |
10,916
+84
| +0.8% | +$4.04K | ﹤0.01% | 2334 |
|
|
2019
Q3 | $461K | Sell |
10,832
-650
| -6% | -$27.7K | ﹤0.01% | 2317 |
|
|
2019
Q2 | $516K | Sell |
11,482
-1,085
| -9% | -$48.8K | ﹤0.01% | 2250 |
|
|
2019
Q1 | $549K | Buy |
12,567
+698
| +6% | +$30.5K | ﹤0.01% | 2157 |
|
|
2018
Q4 | $433K | Sell |
11,869
-8,322
| -41% | -$304K | ﹤0.01% | 2141 |
|
|
2018
Q3 | $978K | Sell |
20,191
-175
| -0.9% | -$8.48K | ﹤0.01% | 1680 |
|
|
2018
Q2 | $953K | Buy |
20,366
+1,836
| +10% | +$85.9K | ﹤0.01% | 1646 |
|
|
2018
Q1 | $802K | Sell |
18,530
-986
| -5% | -$42.7K | ﹤0.01% | 1762 |
|
|
2017
Q4 | $849K | Sell |
19,516
-3,229
| -14% | -$140K | ﹤0.01% | 1637 |
|
|
2017
Q3 | $942K | Sell |
22,745
-3,997
| -15% | -$166K | ﹤0.01% | 1477 |
|
|
2017
Q2 | $1.08M | Sell |
26,742
-5,835
| -18% | -$235K | ﹤0.01% | 1317 |
|
|
2017
Q1 | $1.3M | Sell |
32,577
-1,256
| -4% | -$50.1K | 0.01% | 1085 |
|
|
2016
Q4 | $1.31M | Buy |
33,833
+3,011
| +10% | +$117K | 0.01% | 1043 |
|
|
2016
Q3 | $1.12M | Buy |
30,822
+14,262
| +86% | +$517K | 0.01% | 1110 |
|
|
2016
Q2 | $548K | Sell |
16,560
-16,853
| -50% | -$558K | ﹤0.01% | 1593 |
|
|
2016
Q1 | $1.08M | Sell |
33,413
-9,613
| -22% | -$310K | ﹤0.01% | 1616 |
|
|
2015
Q4 | $1.38M | Buy |
43,026
+17,366
| +68% | +$557K | ﹤0.01% | 1421 |
|
|
2015
Q3 | $857K | Sell |
25,660
-6,355
| -20% | -$212K | ﹤0.01% | 1351 |
|
|
2015
Q2 | $1.16M | Buy |
32,015
+8,218
| +35% | +$299K | 0.01% | 1251 |
|
|
2015
Q1 | $862K | Sell |
23,797
-2,461
| -9% | -$89.1K | ﹤0.01% | 1461 |
|
|
2014
Q4 | $919K | Sell |
26,258
-3,033
| -10% | -$106K | 0.01% | 1365 |
|
|
2014
Q3 | $971K | Buy |
29,291
+783
| +3% | +$26K | 0.01% | 1288 |
|
|
2014
Q2 | $1.01M | Buy |
28,508
+5,346
| +23% | +$189K | 0.01% | 1315 |
|
|
2014
Q1 | $796K | Buy |
23,162
+3,641
| +19% | +$125K | ﹤0.01% | 1410 |
|
|
2013
Q4 | $655K | Buy |
19,521
+2,109
| +12% | +$70.8K | ﹤0.01% | 1539 |
|
|
2013
Q3 | $542K | Sell |
17,412
-941
| -5% | -$29.3K | ﹤0.01% | 1592 |
|
|
2013
Q2 | $519K | Buy |
+18,353
| New | +$519K | ﹤0.01% | 1540 |
|