RAYMOND JAMES FINANCIAL INC
Position in UPGD — Invesco Bloomberg Analyst Rating Improvers ETF
CIK 720005
ST. PETERSBURG, FL
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 | $11,629,031 | 159,586 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 UPGD | $12,177,717 | 164,586 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 UPGD | $12,072,941 | 161,209 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 UPGD | $12,760,239 | 179,823 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 UPGD | $12,901,372 | 184,279 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 UPGD | $13,459,529 | 194,727 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||