Wells Fargo’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 | $47 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $29.7K | Buy |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $136K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $576K | Sell |
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|
2019
Q2 | $691K | Sell |
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|
2019
Q1 | $689K | Sell |
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|
2018
Q4 | $600K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $923K | Buy |
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|
2017
Q4 | $903K | Buy |
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|
2017
Q3 | $851K | Sell |
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|
2017
Q2 | $2.1M | Sell |
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $2.24M | Buy |
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|
2016
Q3 | $643K | Buy |
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|
2016
Q2 | $569K | Buy |
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|
2016
Q1 | $536K | Sell |
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|
2015
Q4 | $679K | Sell |
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|
2015
Q3 | $977K | Sell |
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|
2015
Q2 | $2.73M | Buy |
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|
2015
Q1 | $1.98M | Sell |
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|
2014
Q4 | $2.45M | Sell |
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|
2014
Q3 | $2.89M | Sell |
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|
2014
Q2 | $3.86M | Buy |
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|
2014
Q1 | $3.59M | Sell |
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|
2013
Q4 | $3.54M | Sell |
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|
2013
Q3 | $3.6M | Buy |
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|
2013
Q2 | $1.17M | Buy |
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