Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $95K | Hold |
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|
2024
Q1 | $95.9K | Hold |
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|
2023
Q4 | $89.6K | Hold |
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|
2023
Q3 | $80.8K | Hold |
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|
2023
Q2 | $84.4K | Hold |
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|
2023
Q1 | $80.3K | Hold |
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|
2022
Q4 | $78.6K | Hold |
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|
2022
Q3 | $73K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $65K | Hold |
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|
2019
Q1 | $63K | Buy |
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