Total Wealth Planning & Management, Inc.
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 2058383
Ponte Vedra Beach, FL
All Filings in UPGD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $424,904 | 5,831 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 UPGD | $431,435 | 5,831 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 UPGD | $413,767 | 5,831 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 UPGD | $411,518 | 5,878 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 UPGD | $406,287 | 5,878 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||