Morey & Quinn Wealth Partners, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 2055521
OMAHA, NE
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 | $342,780 | 4,704 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 UPGD | $348,048 | 4,704 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 UPGD | $352,432 | 4,706 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 UPGD | $333,937 | 4,706 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 UPGD | $344,169 | 4,916 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 UPGD | $351,198 | 5,081 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||