MGB Wealth Management, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 2015822
ADDISON, TX
All Filings in UPGD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 UPGD | $422,630 | 5,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 UPGD | $426,873 | 5,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 UPGD | $404,472 | 5,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 UPGD | $399,057 | 5,700 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 UPGD | $393,984 | 5,700 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 UPGD | $409,602 | 5,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UPGD | $396,154 | 6,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 UPGD | $400,328 | 6,050 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 UPGD | $373,829 | 6,050 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||