UBS Group’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 | $125K | Buy |
1,768
+266
| +18% | +$18.9K | ﹤0.01% | 5790 |
|
|
2025
Q1 | $105K | Sell |
1,502
-92
| -6% | -$6.44K | ﹤0.01% | 5747 |
|
|
2024
Q4 | $110K | Buy |
1,594
+725
| +83% | +$50.1K | ﹤0.01% | 5600 |
|
|
2024
Q3 | $62.4K | Buy |
869
+852
| +5,012% | +$61.2K | ﹤0.01% | 5478 |
|
|
2024
Q2 | $1.11K | Sell |
17
-1,289
| -99% | -$84.4K | ﹤0.01% | 7487 |
|
|
2024
Q1 | $86.4K | Sell |
1,306
-336
| -20% | -$22.2K | ﹤0.01% | 5130 |
|
|
2023
Q4 | $101K | Buy |
+1,642
| New | +$101K | ﹤0.01% | 4964 |
|
|
2023
Q3 | – | Sell |
-2,712
| Closed | -$158K | – | 8751 |
|
|
2023
Q2 | $158K | Hold |
2,712
| – | – | ﹤0.01% | 4606 |
|
|
2023
Q1 | $150K | Hold |
2,712
| – | – | ﹤0.01% | 4551 |
|
|
2022
Q4 | $147K | Sell |
2,712
-985
| -27% | -$53.4K | ﹤0.01% | 4645 |
|
|
2022
Q3 | $188K | Buy |
3,697
+156
| +4% | +$7.93K | ﹤0.01% | 4118 |
|
|
2022
Q2 | $181K | Sell |
3,541
-485
| -12% | -$24.8K | ﹤0.01% | 4029 |
|
|
2022
Q1 | $246K | Hold |
4,026
| – | – | ﹤0.01% | 4231 |
|
|
2021
Q4 | $253K | Sell |
4,026
-502
| -11% | -$31.5K | ﹤0.01% | 4462 |
|
|
2021
Q3 | $272K | Sell |
4,528
-142
| -3% | -$8.53K | ﹤0.01% | 4075 |
|
|
2021
Q2 | $287K | Sell |
4,670
-334
| -7% | -$20.5K | ﹤0.01% | 4108 |
|
|
2021
Q1 | $289K | Sell |
5,004
-1,590
| -24% | -$91.8K | ﹤0.01% | 4270 |
|
|
2020
Q4 | $336K | Sell |
6,594
-3,902
| -37% | -$199K | ﹤0.01% | 3946 |
|
|
2020
Q3 | $418K | Sell |
10,496
-2,206
| -17% | -$87.9K | ﹤0.01% | 3551 |
|
|
2020
Q2 | $496K | Buy |
12,702
+6,712
| +112% | +$262K | ﹤0.01% | 3389 |
|
|
2020
Q1 | $171K | Buy |
5,990
+520
| +10% | +$14.8K | ﹤0.01% | 4014 |
|
|
2019
Q4 | $263K | Sell |
5,470
-100
| -2% | -$4.81K | ﹤0.01% | 4413 |
|
|
2019
Q3 | $237K | Sell |
5,570
-182
| -3% | -$7.74K | ﹤0.01% | 4230 |
|
|
2019
Q2 | $259K | Sell |
5,752
-2,083
| -27% | -$93.8K | ﹤0.01% | 3953 |
|
|
2019
Q1 | $342K | Sell |
7,835
-1,006
| -11% | -$43.9K | ﹤0.01% | 3575 |
|
|
2018
Q4 | $323K | Buy |
8,841
+4,669
| +112% | +$171K | ﹤0.01% | 3774 |
|
|
2018
Q3 | $202K | Sell |
4,172
-2,473
| -37% | -$120K | ﹤0.01% | 4224 |
|
|
2018
Q2 | $311K | Buy |
6,645
+818
| +14% | +$38.3K | ﹤0.01% | 3848 |
|
|
2018
Q1 | $253K | Buy |
5,827
+714
| +14% | +$31K | ﹤0.01% | 3850 |
|
|
2017
Q4 | $223K | Sell |
5,113
-6,704
| -57% | -$292K | ﹤0.01% | 3946 |
|
|
2017
Q3 | $490K | Buy |
11,817
+2,395
| +25% | +$99.3K | ﹤0.01% | 3464 |
|
|
2017
Q2 | $380K | Buy |
9,422
+169
| +2% | +$6.82K | ﹤0.01% | 3525 |
|
|
2017
Q1 | $372K | Sell |
9,253
-2,917
| -24% | -$117K | ﹤0.01% | 3471 |
|
|
2016
Q4 | $467K | Buy |
12,170
+5,650
| +87% | +$217K | ﹤0.01% | 3368 |
|
|
2016
Q3 | $238K | Buy |
6,520
+1,108
| +20% | +$40.4K | ﹤0.01% | 3624 |
|
|
2016
Q2 | $179K | Sell |
5,412
-1,353
| -20% | -$44.8K | ﹤0.01% | 3813 |
|
|
2016
Q1 | $221K | Buy |
6,765
+1,586
| +31% | +$51.8K | ﹤0.01% | 3714 |
|
|
2015
Q4 | $168K | Buy |
5,179
+731
| +16% | +$23.7K | ﹤0.01% | 3880 |
|
|
2015
Q3 | $143K | Buy |
4,448
+1,436
| +48% | +$46.2K | ﹤0.01% | 3946 |
|
|
2015
Q2 | $110K | Sell |
3,012
-421
| -12% | -$15.4K | ﹤0.01% | 4228 |
|
|
2015
Q1 | $125K | Sell |
3,433
-447
| -12% | -$16.3K | ﹤0.01% | 4068 |
|
|
2014
Q4 | $136K | Buy |
+3,880
| New | +$136K | ﹤0.01% | 4014 |
|