Smith, Moore & Co’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Smith, Moore & Co’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$203K	Sell
2024 Q4	$221K	Buy
2024 Q3	$201K	Sell
2024 Q2	$203K	Hold
2024 Q1	$205K	Buy
2022 Q1	–	Sell
2021 Q4	$207K	Buy