MGB Wealth Management’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 | $404K | Hold |
5,700
| – | – | 0.13% | 146 |
|
|
2025
Q1 | $399K | Hold |
5,700
| – | – | 0.14% | 138 |
|
|
2024
Q4 | $394K | Hold |
5,700
| – | – | 0.12% | 136 |
|
|
2024
Q3 | $410K | Sell |
5,700
-350
| -6% | -$25.2K | 0.15% | 135 |
|
|
2024
Q2 | $409K | Hold |
6,050
| – | – | 0.15% | 131 |
|
|
2024
Q1 | $400K | Hold |
6,050
| – | – | 0.16% | 134 |
|
|
2023
Q4 | $374K | Buy |
+6,050
| New | +$374K | 0.19% | 132 |
|