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Equibles

OXFORD FINANCIAL GROUP, LTD. LLC

Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF

CIK 1245862 INDIANAPOLIS, IN
Back to UPGD Full portfolio

All Filings in UPGD

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 UPGD $728,700 10,000
2025-12-31 UPGD $739,900 10,000
2025-09-30 UPGD $748,900 10,000
2025-06-30 UPGD $709,600 10,000
2025-03-31 UPGD $700,100 10,000
2024-12-31 UPGD $691,200 10,000
2024-09-30 UPGD $718,600 10,000
2024-06-30 UPGD $654,800 10,000
2024-03-31 UPGD $661,700 10,000
2023-12-31 UPGD $625,314 10,120
2023-09-30 UPGD $563,987 10,120
2023-06-30 UPGD $588,882 10,120
2023-03-31 UPGD $560,648 10,120
2022-12-31 UPGD $548,402 10,120
2022-09-30 UPGD $512,679 10,120
2022-06-30 UPGD $517,638 10,120
2022-03-31 UPGD $617,927 10,120
2021-12-31 UPGD $636,143 10,120
2021-09-30 UPGD $607,807 10,120
2021-06-30 UPGD $622,380 10,120
2021-03-31 UPGD $585,644 10,120
2020-12-31 UPGD $515,411 10,120
2020-09-30 UPGD $402,978 10,120
2020-06-30 UPGD $395,287 10,120
2020-03-31 UPGD $290,039 10,120