O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1423442
Stamford, CT
All Filings in UPGD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $30,386 | 417 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 UPGD | $30,853 | 417 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 UPGD | $31,229 | 417 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 UPGD | $29,590 | 417 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 UPGD | $29,194 | 417 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UPGD | $28,823 | 417 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 UPGD | $29,965 | 417 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UPGD | $27,305 | 417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 UPGD | $27,592 | 417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 UPGD | $25,766 | 417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 UPGD | $23,239 | 417 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 UPGD | $24,265 | 417 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 UPGD | $23,101 | 417 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 UPGD | $22,597 | 417 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 UPGD | $21,125 | 417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 UPGD | $21,329 | 417 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 UPGD | $31,995 | 524 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||