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UPGDUPGD
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Steward Partners Investment Advisory, LLC holds 25 shares of UPGD (INVESCO EXCHANGE TRADED FD T), worth $2,048 as of 2026-Q2.

Current Value

$2,048

Current Shares

25

Total Value Change

+$320

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
25
0.0%
$2,0480.0%$81.93
0
2026-Q1
Unchanged
25
0.0%
$1,8220.0%$78.48
0
2025-Q4
Unchanged
25
0.0%
$1,8500.0%$74.66
0
2025-Q3
Unchanged
25
0.0%
$1,8720.0%$73.62
0
2025-Q2
Unchanged
25
0.0%
$1,7740.0%$69.36
0
2025-Q1
Unchanged
25
0.0%
$1,7500.0%$68.27
0
2024-Q4
New
25
-
$1,7280.0%$67.92
17

Other major holders of UPGD: RAYMOND JAMES FINANCIAL INC

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