WELLS FARGO & COMPANY/MN
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 72971
SAN FRANCISCO, CA
All Filings in UPGD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $14 | 0 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 UPGD | $14 | 0 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 UPGD | $74 | 1 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 UPGD | $70 | 1 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 UPGD | $27 | 0 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 UPGD | $29,721 | 430 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 UPGD | $26 | 0 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 UPGD | $24 | 0 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 UPGD | $24 | 0 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 UPGD | $22 | 0 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 UPGD | $135,758 | 2,436 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 UPGD | $333,312 | 5,728 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 UPGD | $316,167 | 5,707 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 UPGD | $313,597 | 5,787 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 UPGD | $297,728 | 5,877 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 UPGD | $329,917 | 6,450 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 UPGD | $443,967 | 7,271 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 UPGD | $519,600 | 8,266 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 UPGD | $449,188 | 7,479 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 UPGD | $465,862 | 7,575 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 UPGD | $493,515 | 8,528 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 UPGD | $293,611 | 5,765 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 UPGD | $229,562 | 5,765 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 UPGD | $225,180 | 5,765 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 UPGD | $195,747 | 6,830 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||