YARGER WEALTH STRATEGIES, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 1908607
WESTERVILLE, OH
All Filings in UPGD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $260,655 | 3,577 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 UPGD | $264,662 | 3,577 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 UPGD | $263,313 | 3,516 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 UPGD | $249,495 | 3,516 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 UPGD | $246,155 | 3,516 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 UPGD | $243,025 | 3,516 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 UPGD | $249,569 | 3,473 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 UPGD | $227,412 | 3,473 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 UPGD | $229,808 | 3,473 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 UPGD | $214,658 | 3,474 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 UPGD | $430,082 | 7,391 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 UPGD | $409,461 | 7,391 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 UPGD | $400,518 | 7,391 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 UPGD | $371,743 | 7,338 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 UPGD | $375,338 | 7,338 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 UPGD | $448,058 | 7,338 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 UPGD | $461,266 | 7,338 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||