Millstone Evans Group, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 2041943
BOULDER, CO
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 | $297,455 | 4,082 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 UPGD | $302,027 | 4,082 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 UPGD | $330,414 | 4,412 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 UPGD | $320,171 | 4,512 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 UPGD | $315,885 | 4,512 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 UPGD | $311,869 | 4,512 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||