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Sunbelt Securities’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Sunbelt Securities’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 		$60.8K Hold
880
– – 0.01% 896
2025
Q1 		$61.6K Hold
880
– – 0.01% 862
2024
Q4 		$60.8K Hold
880
– – 0.01% 894
2024
Q3 		$63.2K Hold
880
– – 0.01% 879
2024
Q2 		$57.6K Buy
+880
New +$57.6K 0.01% 867