Morey & Quinn Wealth Partners’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	$334K	Sell	4,706 -210	-4%	-$14.9K	0.27%	88
2025 Q1	$344K	Sell	4,916 -165	-3%	-$11.6K	0.29%	81
2024 Q4	$351K	Buy	+5,081	New	+$351K	0.3%	84