UBS Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $62.4K | Buy |
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|
2024
Q2 | $1.11K | Sell |
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|
2024
Q1 | $86.4K | Sell |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $147K | Sell |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $181K | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $171K | Buy |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $259K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $323K | Buy |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $253K | Buy |
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|
2017
Q4 | $223K | Sell |
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|
2017
Q3 | $490K | Buy |
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|
2017
Q2 | $380K | Buy |
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|
2017
Q1 | $372K | Sell |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q2 | $179K | Sell |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q4 | $168K | Buy |
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|
2015
Q3 | $143K | Buy |
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|
2015
Q2 | $110K | Sell |
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|
2015
Q1 | $125K | Sell |
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|
2014
Q4 | $136K | Buy |
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