HBK Sorce Advisory LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1379995
ERIE, PA
All Filings in UPGD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $628,576 | 8,626 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 UPGD | $639,051 | 8,637 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 UPGD | $666,446 | 8,899 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 UPGD | $629,131 | 8,866 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 UPGD | $604,746 | 8,638 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 UPGD | $577,981 | 8,362 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 UPGD | $606,713 | 8,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UPGD | $549,115 | 8,386 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 UPGD | $584,148 | 8,828 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 UPGD | $511,065 | 8,271 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 UPGD | $457,933 | 8,217 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 UPGD | $490,774 | 8,434 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 UPGD | $467,243 | 8,434 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||