MORGAN STANLEY

Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF

CIK 895421 NEW YORK, NY

All Filings in UPGD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 UPGD	$287,107	3,940	0.0%	Shares	Defined	2026-05-15
2025-12-31 UPGD	$291,520	3,940	-0.6%	Shares	Defined	2026-05-27
2025-09-30 UPGD	$296,714	3,962	0.0%	Shares	Defined	2026-05-27
2025-06-30 UPGD	$281,143	3,962	-20.3%	Shares	Defined	2025-08-15
2025-03-31 UPGD	$348,159	4,973	-12.6%	Shares	Defined	2025-05-15
2024-12-31 UPGD	$393,292	5,690	0.0%	Shares	Defined	2025-05-15
2024-09-30 UPGD	$408,883	5,690	-9.9%	Shares	Defined	2025-05-14
2024-06-30 UPGD	$413,571	6,316	+1.0%	Shares	Defined	2025-05-14
2024-03-31 UPGD	$413,827	6,254	-5.1%	Shares	Defined	2024-10-17
2023-12-31 UPGD	$407,134	6,589	-3.5%	Shares	Defined	2024-08-16
2023-09-30 UPGD	$380,468	6,827	-2.4%	Shares	Defined	2023-11-15
2023-06-30 UPGD	$406,864	6,992	-5.3%	Shares	Defined	2023-08-14
2023-03-31 UPGD	$409,239	7,387	+0.1%	Shares	Defined	2023-05-15
2022-12-31 UPGD	$399,813	7,378	-4.5%	Shares	Defined	2023-02-14
2022-09-30 UPGD	$391,247	7,723	-2.3%	Shares	Defined	2022-11-14
2022-06-30 UPGD	$404,238	7,903	+9.3%	Shares	Defined	2022-10-27
2022-03-31 UPGD	$441,341	7,228	+9.5%	Shares	Defined	2022-10-27
2021-12-31 UPGD	$414,876	6,600	-17.8%	Shares	Defined	2022-02-14
2021-09-30 UPGD	$482,401	8,032	+135.6%	Shares	Defined	2021-11-15
2021-06-30 UPGD	$209,653	3,409	-0.7%	Shares	Defined	2021-08-23
2021-03-31 UPGD	$198,725	3,434	+4.3%	Shares	Defined	2021-05-17
2020-12-31 UPGD	$167,712	3,293	0.0%	Shares	Defined	2021-02-16
2020-09-30 UPGD	$131,127	3,293	-0.5%	Shares	Defined	2020-11-13
2020-06-30 UPGD	$129,327	3,311	0.0%	Shares	Defined	2020-08-14
2020-03-31 UPGD	$94,893	3,311	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.