OSAIC HOLDINGS, INC.
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1677044
SCOTTSDALE, AZ
All Filings in UPGD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $83,873 | 1,151 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 UPGD | $51,793 | 700 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 UPGD | $52,423 | 700 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 UPGD | $49,672 | 700 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 UPGD | $54,747 | 782 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 UPGD | $54,051 | 782 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 UPGD | $56,194 | 782 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 UPGD | $51,205 | 782 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 UPGD | $49,031 | 741 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 UPGD | $45,786 | 741 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 UPGD | $80,306 | 1,441 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 UPGD | $43,118 | 741 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 UPGD | $41,051 | 741 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 UPGD | $40,479 | 747 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 UPGD | $156,083 | 3,081 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 UPGD | $37,902 | 741 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 UPGD | $49,397 | 809 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 UPGD | $50,853 | 809 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 UPGD | $48,588 | 809 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 UPGD | $49,753 | 809 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 UPGD | $119,153 | 2,059 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 UPGD | $104,864 | 2,059 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 UPGD | $81,989 | 2,059 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 UPGD | $89,407 | 2,289 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 UPGD | $84,402 | 2,945 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||