Stifel 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
2016
Q4
Sell
-45,673
Closed -$1.66M 2564
2016
Q3
$1.66M Buy
45,673
+944
+2% +$34.4K 0.01% 1081
2016
Q2
$1.48M Buy
44,729
+1,401
+3% +$46.4K 0.01% 1145
2016
Q1
$1.42M Buy
43,328
+9,192
+27% +$300K 0.01% 1072
2015
Q4
$1.11M Buy
+34,136
New +$1.11M 0.01% 1247