Clearstead Advisors, LLC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 842775
CLEVELAND, OH
All Filings in UPGD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UPGD | $36,435 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 UPGD | $36,995 | 500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 UPGD | $37,445 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 UPGD | $35,480 | 500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 UPGD | $35,005 | 500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UPGD | $34,560 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 UPGD | $35,930 | 500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 UPGD | $32,740 | 500 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||