Morgan Stanley’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Hold |
3,940
| – | – | ﹤0.01% | 5713 |
|
|
2025
Q4 | $292K | Sell |
3,940
-22
| -0.6% | -$1.64K | ﹤0.01% | 5765 |
|
|
2025
Q3 | $297K | Hold |
3,962
| – | – | ﹤0.01% | 5729 |
|
|
2025
Q2 | $281K | Sell |
3,962
-1,011
| -20% | -$69.6K | ﹤0.01% | 5716 |
|
|
2025
Q1 | $348K | Sell |
4,973
-717
| -13% | -$50.8K | ﹤0.01% | 5496 |
|
|
2024
Q4 | $393K | Hold |
5,690
| – | – | ﹤0.01% | 5517 |
|
|
2024
Q3 | $409K | Sell |
5,690
-626
| -10% | -$42.8K | ﹤0.01% | 5492 |
|
|
2024
Q2 | $414K | Buy |
6,316
+62
| +1% | +$4.04K | ﹤0.01% | 5378 |
|
|
2024
Q1 | $414K | Sell |
6,254
-6,924
| -53% | -$436K | ﹤0.01% | 5401 |
|
|
2023
Q4 | $814K | Buy |
13,178
+6,351
| +93% | +$357K | ﹤0.01% | 5399 |
|
|
2023
Q3 | $380K | Sell |
6,827
-165
| -2% | -$9.64K | ﹤0.01% | 5292 |
|
|
2023
Q2 | $407K | Sell |
6,992
-395
| -5% | -$21.8K | ﹤0.01% | 5313 |
|
|
2023
Q1 | $409K | Buy |
7,387
+9
| +0.1% | +$515 | ﹤0.01% | 5368 |
|
|
2022
Q4 | $400K | Sell |
7,378
-345
| -4% | -$18.7K | ﹤0.01% | 5352 |
|
|
2022
Q3 | $391K | Sell |
7,723
-180
| -2% | -$10K | ﹤0.01% | 5388 |
|
|
2022
Q2 | $404K | Buy |
7,903
+675
| +9% | +$37.7K | ﹤0.01% | 5525 |
|
|
2022
Q1 | $441K | Buy |
7,228
+628
| +10% | +$37.7K | ﹤0.01% | 5486 |
|
|
2021
Q4 | $415K | Sell |
6,600
-1,432
| -18% | -$89.8K | ﹤0.01% | 5660 |
|
|
2021
Q3 | $482K | Buy |
8,032
+4,623
| +136% | +$276K | ﹤0.01% | 5520 |
|
|
2021
Q2 | $210K | Sell |
3,409
-25
| -0.7% | -$1.51K | ﹤0.01% | 5994 |
|
|
2021
Q1 | $199K | Buy |
3,434
+141
| +4% | +$7.88K | ﹤0.01% | 5661 |
|
|
2020
Q4 | $168K | Hold |
3,293
| – | – | ﹤0.01% | 5675 |
|
|
2020
Q3 | $131K | Sell |
3,293
-18
| -0.5% | -$722 | ﹤0.01% | 5302 |
|
|
2020
Q2 | $129K | Hold |
3,311
| – | – | ﹤0.01% | 5285 |
|
|
2020
Q1 | $95K | Sell |
3,311
-1,441
| -30% | -$59.7K | ﹤0.01% | 5208 |
|
|
2019
Q4 | $229K | Sell |
4,752
-3
| -0.1% | -$133 | ﹤0.01% | 5359 |
|
|
2019
Q3 | $202K | Sell |
4,755
-200
| -4% | -$8.59K | ﹤0.01% | 5132 |
|
|
2019
Q2 | $223K | Sell |
4,955
-176
| -3% | -$7.76K | ﹤0.01% | 4976 |
|
|
2019
Q1 | $225K | Buy |
5,131
+229
| +5% | +$9.63K | ﹤0.01% | 4993 |
|
|
2018
Q4 | $179K | Hold |
4,902
| – | – | ﹤0.01% | 5325 |
|
|
2018
Q3 | $237K | Hold |
4,902
| – | – | ﹤0.01% | 5371 |
|
|
2018
Q2 | $230K | Sell |
4,902
-354
| -7% | -$16.3K | ﹤0.01% | 5482 |
|
|
2018
Q1 | $228K | Sell |
5,256
-500
| -9% | -$22.1K | ﹤0.01% | 5417 |
|
|
2017
Q4 | $250K | Sell |
5,756
-7,888
| -58% | -$330K | ﹤0.01% | 5329 |
|
|
2017
Q3 | $565K | Sell |
13,644
-10,618
| -44% | -$423K | ﹤0.01% | 4807 |
|
|
2017
Q2 | $978K | Sell |
24,262
-4,496
| -16% | -$179K | ﹤0.01% | 4385 |
|
|
2017
Q1 | $1.16M | Sell |
28,758
-2,262
| -7% | -$89.3K | ﹤0.01% | 4273 |
|
|
2016
Q4 | $1.19M | Sell |
31,020
-1,345
| -4% | -$50.1K | ﹤0.01% | 4334 |
|
|
2016
Q3 | $1.18M | Sell |
32,365
-3,024
| -9% | -$107K | ﹤0.01% | 3913 |
|
|
2016
Q2 | $1.17M | Sell |
35,389
-5,071
| -13% | -$167K | ﹤0.01% | 3855 |
|
|
2016
Q1 | $1.32M | Sell |
40,460
-110,425
| -73% | -$3.33M | ﹤0.01% | 3694 |
|
|
2015
Q4 | $4.91M | Sell |
150,885
-7,682
| -5% | -$259K | ﹤0.01% | 2676 |
|
|
2015
Q3 | $5.1M | Buy |
158,567
+5,295
| +3% | +$185K | ﹤0.01% | 2643 |
|
|
2015
Q2 | $5.62M | Buy |
153,272
+7,131
| +5% | +$264K | ﹤0.01% | 2687 |
|
|
2015
Q1 | $5.34M | Sell |
146,141
-13,661
| -9% | -$480K | ﹤0.01% | 2691 |
|
|
2014
Q4 | $5.59M | Sell |
159,802
-13,675
| -8% | -$464K | ﹤0.01% | 2621 |
|
|
2014
Q3 | $5.85M | Buy |
173,477
+4,116
| +2% | +$143K | ﹤0.01% | 2507 |
|
|
2014
Q2 | $5.99M | Buy |
169,361
+16,248
| +11% | +$549K | ﹤0.01% | 2503 |
|
|
2014
Q1 | $5.26M | Sell |
153,113
-22,896
| -13% | -$770K | ﹤0.01% | 2537 |
|
|
2013
Q4 | $5.9M | Buy |
176,009
+31,151
| +22% | +$992K | ﹤0.01% | 2426 |
|
|
2013
Q3 | $4.45M | Sell |
144,858
-89,996
| -38% | -$2.68M | ﹤0.01% | 2543 |
|
|
2013
Q2 | $6.64M | Buy |
+234,854
| New | +$6.37M | ﹤0.01% | 2066 |
|
Other funds holding UPGD
AGP
OFG
TRCT
HSA
TWPM
