AG
UPGD icon

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

AmeriFlex 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
2025
Q2 		– Sell
-82
Closed -$5.74K – 1298
2025
Q1 		$5.74K Hold
82
– – ﹤0.01% 969
2024
Q4 		$5.88K Buy
+82
New +$5.93K ﹤0.01% 887

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $146M AUM 22.8% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AmeriFlex Group's UPGD Position: Q2 2025 in Review

AmeriFlex Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2025, closing a stake of 82 shares — an estimated $5.74K sold.

AmeriFlex Group first reported a position in UPGD in Q4 2024 and held it in 2 quarters. The position peaked at $5.88K in Q4 2024. 35 funds tracked by Wall St. Rank hold UPGD as of Q2 2025.

  • AmeriFlex Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 82 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2025, an estimated $5.74K.
  • AmeriFlex Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $5.88K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.