Formidable Asset Management, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1592613
CINCINNATI, OH
All Filings in UPGD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $218,901 | 3,004 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 UPGD | $224,929 | 3,040 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 UPGD | $250,132 | 3,340 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 UPGD | $237,006 | 3,340 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 UPGD | $233,833 | 3,340 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 UPGD | $253,324 | 3,665 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 UPGD | $266,959 | 3,715 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UPGD | $243,258 | 3,715 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 UPGD | $245,821 | 3,715 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 UPGD | $229,549 | 3,715 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 UPGD | $219,576 | 3,940 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 UPGD | $229,268 | 3,940 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 UPGD | $218,276 | 3,940 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 UPGD | $213,508 | 3,940 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 UPGD | $199,600 | 3,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 UPGD | $202,554 | 3,960 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 UPGD | $242,408 | 3,970 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 UPGD | $249,554 | 3,970 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 UPGD | $252,252 | 4,200 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 UPGD | $284,437 | 4,625 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 UPGD | $321,178 | 5,550 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 UPGD | $282,661 | 5,550 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 UPGD | $221,001 | 5,550 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 UPGD | $216,783 | 5,550 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||