Northwestern Mutual Wealth Management’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 | $103K | Hold |
1,450
| – | – | ﹤0.01% | 1982 |
|
|
2025
Q1 | $102K | Hold |
1,450
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q4 | $100K | Hold |
1,450
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $104K | Hold |
1,450
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q2 | $95K | Hold |
1,450
| – | – | ﹤0.01% | 1850 |
|
|
2024
Q1 | $95.9K | Hold |
1,450
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q4 | $89.6K | Hold |
1,450
| – | – | ﹤0.01% | 1827 |
|
|
2023
Q3 | $80.8K | Hold |
1,450
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q2 | $84.4K | Hold |
1,450
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q1 | $80.3K | Hold |
1,450
| – | – | ﹤0.01% | 1770 |
|
|
2022
Q4 | $78.6K | Hold |
1,450
| – | – | ﹤0.01% | 1758 |
|
|
2022
Q3 | $73K | Hold |
1,450
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q2 | $74K | Hold |
1,450
| – | – | ﹤0.01% | 1771 |
|
|
2022
Q1 | $89K | Hold |
1,450
| – | – | ﹤0.01% | 1764 |
|
|
2021
Q4 | $91K | Sell |
1,450
-206
| -12% | -$12.9K | ﹤0.01% | 1745 |
|
|
2021
Q3 | $99K | Buy |
1,656
+206
| +14% | +$12.3K | ﹤0.01% | 1636 |
|
|
2021
Q2 | $89K | Hold |
1,450
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q1 | $84K | Hold |
1,450
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q4 | $74K | Hold |
1,450
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q3 | $58K | Hold |
1,450
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q2 | $57K | Hold |
1,450
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q1 | $42K | Hold |
1,450
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q4 | $70K | Hold |
1,450
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q3 | $62K | Hold |
1,450
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q2 | $65K | Hold |
1,450
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q1 | $63K | Buy |
+1,450
| New | +$63K | ﹤0.01% | 1253 |
|