MGB Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

MGB Wealth Management’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 Q2	$404K	Hold
2025 Q1	$399K	Hold
2024 Q4	$394K	Hold
2024 Q3	$410K	Sell
2024 Q2	$409K	Hold
2024 Q1	$400K	Hold
2023 Q4	$374K	Buy