Total Wealth Planning & Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Total Wealth Planning & Management’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	$414K	Sell
2025 Q1	$412K	Hold
2024 Q4	$406K	Buy