United Capital Financial Advisors’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
2014 Q2	–	Sell	-6,550	Closed	-$225K	–	946
2014 Q1	$225K	Sell	6,550 -1,200	-15%	-$41.2K	﹤0.01%	849
2013 Q4	$260K	Hold	7,750	–	–	0.01%	558
2013 Q3	$238K	Buy	+7,750	New	+$238K	0.01%	599