Antonetti Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Antonetti Capital Management’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
2023 Q3	$83.6K	Hold	1,500	–	–	0.13%	72
2023 Q2	$87.3K	Hold	1,500	–	–	0.13%	70
2023 Q1	$83.1K	Hold	1,500	–	–	0.12%	72
2022 Q4	$81.3K	Hold	1,500	–	–	0.11%	74
2022 Q3	$76K	Hold	1,500	–	–	0.09%	72
2022 Q2	$77K	Hold	1,500	–	–	0.08%	82
2022 Q1	$92K	Hold	1,500	–	–	0.09%	83
2021 Q4	$94K	Hold	1,500	–	–	0.07%	121
2021 Q3	$90K	Buy	+1,500	New	+$89.7K	0.07%	123

Other funds holding UPGD

RJFSA

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

RJA

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

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

TRCT

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Antonetti Capital Management's UPGD Position: Q3 2023 in Review

Antonetti Capital Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q3 2023 at 1,500 shares worth $83.6K. The position accounts for 0.13% of the portfolio, ranked #72.

Antonetti Capital Management first reported a position in UPGD in Q3 2021 and has held it in 9 quarters since. The position peaked at $94K in Q4 2021. 25 funds tracked by Wall St. Rank hold UPGD as of Q3 2023.

Antonetti Capital Management held 1,500 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $83.6K as of Q3 2023.
Antonetti Capital Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q3 2023.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.13% of Antonetti Capital Management's portfolio in Q3 2023, its #72 holding.
Antonetti Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $94K in Q4 2021.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.