Morey & Quinn Wealth Partners’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Morey & Quinn Wealth Partners’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	$334K	Sell
2025 Q1	$344K	Sell
2024 Q4	$351K	Buy