Millstone Evans Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Millstone Evans Group’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 Q3	$330K	Sell
2025 Q2	$320K	Hold
2025 Q1	$316K	Hold
2024 Q4	$312K	Buy