Raymond James Financial’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	$12.8M	Sell	179,823 -4,456	-2%	-$316K	﹤0.01%	1695
2025 Q1	$12.9M	Sell	184,279 -10,448	-5%	-$731K	﹤0.01%	1623
2024 Q4	$13.5M	Buy	+194,727	New	+$13.5M	0.01%	1610