Steward Partners Investment Advisory, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1723397
STAMFORD, CT
All Filings in UPGD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $1,821 | 25 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 UPGD | $1,849 | 25 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 UPGD | $1,872 | 25 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 UPGD | $1,774 | 25 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 UPGD | $1,750 | 25 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UPGD | $1,728 | 25 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||