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Steward Partners Investment Advisory’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Steward Partners Investment Advisory’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77K Hold
25
– – ﹤0.01% 3762
2025
Q1 		$1.75K Hold
25
– – ﹤0.01% 3672
2024
Q4 		$1.73K Buy
+25
New +$1.73K ﹤0.01% 3669