LPL Financial LLC

Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF

CIK 1403438 FORT MILL, SC

All Filings in UPGD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 UPGD	$1,566,777	21,501	+77.8%	Shares	Sole	2026-05-06
2025-12-31 UPGD	$894,835	12,094	-13.7%	Shares	Sole	2026-02-11
2025-09-30 UPGD	$1,049,733	14,017	+0.1%	Shares	Sole	2025-11-12
2025-06-30 UPGD	$993,227	13,997	-46.7%	Shares	Sole	2025-08-12
2025-03-31 UPGD	$1,839,092	26,269	+218.6%	Shares	Sole	2025-05-07
2024-12-31 UPGD	$569,963	8,246	+0.0%	Shares	Sole	2025-02-11
2024-09-30 UPGD	$592,485	8,245	+1.2%	Shares	Sole	2024-11-08
2024-06-30 UPGD	$533,531	8,148	-5.6%	Shares	Sole	2024-08-07
2024-03-31 UPGD	$570,848	8,627	+20.2%	Shares	Sole	2024-05-10
2023-12-31 UPGD	$443,466	7,177	-2.7%	Shares	Sole	2024-02-14
2023-09-30 UPGD	$411,064	7,376	-21.4%	Shares	Sole	2023-11-13
2023-06-30 UPGD	$545,764	9,379	-0.0%	Shares	Sole	2023-07-31
2023-03-31 UPGD	$519,762	9,382	+10.4%	Shares	Sole	2023-05-10
2022-12-31 UPGD	$460,344	8,495	-1.5%	Shares	Sole	2023-02-07
2022-09-30 UPGD	$436,739	8,621	+3.3%	Shares	Sole	2022-11-14
2022-06-30 UPGD	$427,051	8,349	-23.0%	Shares	Sole	2022-08-12
2022-03-31 UPGD	$662,073	10,843	-16.0%	Shares	Sole	2022-05-16
2021-12-31 UPGD	$811,522	12,910	+4.2%	Shares	Sole	2022-02-14
2021-09-30 UPGD	$744,143	12,390	+1.6%	Shares	Sole	2021-11-15
2021-06-30 UPGD	$749,869	12,193	+4.1%	Shares	Sole	2021-08-13
2021-03-31 UPGD	$677,599	11,709	+18.7%	Shares	Sole	2021-05-14
2020-12-31 UPGD	$502,322	9,863	-2.1%	Shares	Sole	2021-02-12
2020-09-30 UPGD	$401,146	10,074	-3.5%	Shares	Sole	2020-11-09
2020-06-30 UPGD	$407,669	10,437	-6.8%	Shares	Sole	2020-08-13
2020-03-31 UPGD	$320,906	11,197	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.