MCM
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MAI Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

MAI Capital Management’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.5K Hold
275
– – ﹤0.01% 2213
2025
Q1 		$19.3K Hold
275
– – ﹤0.01% 2062
2024
Q4 		$19K Buy
+275
New +$19K ﹤0.01% 2107