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CWM, LLC

Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF

CIK 1535847 OMAHA, NE

All Filings in UPGD

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 UPGD $628,576 8,626
2025-12-31 UPGD $638,237 8,626
2025-09-30 UPGD $653,490 8,726
2025-06-30 UPGD $636,936 8,976
2025-03-31 UPGD $628,409 8,976
2024-12-31 UPGD $620,421 8,976
2024-09-30 UPGD $483,474 6,728
2024-06-30 UPGD $440,549 6,728
2024-03-31 UPGD $407,871 6,164
2023-12-31 UPGD $380,873 6,164
2023-09-30 UPGD $23,685 425
2023-06-30 UPGD $50,741 872
2023-03-31 UPGD $23,545 425
2022-12-31 UPGD $23,030 425
2022-09-30 UPGD $80,954 1,598
2022-06-30 UPGD $81,737 1,598
2022-03-31 UPGD $97,573 1,598
2021-12-31 UPGD $100,450 1,598
2021-06-30 UPGD $98,154 1,596
2021-03-31 UPGD $92,360 1,596
2020-12-31 UPGD $81,284 1,596
2020-09-30 UPGD $63,552 1,596
2020-06-30 UPGD $62,339 1,596
2020-03-31 UPGD $45,741 1,596