Advisor Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Advisor Group’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$92K	Sell	1,908 -998	-34%	-$44.3K	﹤0.01%	3003
2019 Q3	$124K	Buy	2,906 +601	+26%	+$25.8K	﹤0.01%	2728
2019 Q2	$103K	Buy	2,305 +700	+44%	+$30.8K	﹤0.01%	2842
2019 Q1	$70K	Hold	1,605	–	–	﹤0.01%	3140
2018 Q4	$59K	Buy	1,605 +10	+0.6%	+$426	﹤0.01%	3067
2018 Q3	$77K	Buy	+1,595	New	+$76.8K	﹤0.01%	2951
2017 Q2	–	Sell	-636	Closed	-$26K	–	4924
2017 Q1	$26K	Buy	+636	New	+$25.1K	﹤0.01%	3194

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's UPGD Position: Q4 2019 in Review

Advisor Group reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 34% in Q4 2019, selling an estimated $44.3K and leaving 1,908 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Advisor Group first reported a position in UPGD in Q1 2017 and has held it in 7 quarters since. The position peaked at $124K in Q3 2019. 25 funds tracked by Wall St. Rank hold UPGD as of Q4 2019.

Advisor Group held 1,908 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $92K as of Q4 2019.
Advisor Group sold 998 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2019, an estimated $44.3K.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3003 holding.
Advisor Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2017 and has held it in 7 quarters since.
Advisor Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $124K in Q3 2019.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.