Total Wealth Planning & Management’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	$414K	Sell	5,831 -47	-0.8%	-$3.34K	0.34%	105
2025 Q1	$412K	Hold	5,878	–	–	0.39%	86
2024 Q4	$406K	Buy	+5,878	New	+$406K	0.37%	76