Arcadia Investment Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Arcadia Investment Advisors’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
2026 Q2	$80.2K	Hold	245	–	–	0.03%	59
2026 Q1	$72.1K	Hold	245	–	–	0.03%	58
2025 Q4	$78.9K	Hold	245	–	–	0.04%	56
2025 Q3	$77.3K	Hold	245	–	–	0.04%	57
2025 Q2	$71K	Buy	245 +15	+7%	+$1.03K	0.04%	58
2025 Q1	$56.4K	Hold	230	–	–	0.03%	55
2024 Q4	$55.1K	Hold	230	–	–	0.03%	55
2024 Q3	$48.5K	Hold	230	–	–	0.03%	56
2024 Q2	$46.5K	Sell	230 -97	-30%	-$6.32K	0.03%	55
2024 Q1	$56.2K	Hold	327	–	–	0.03%	54
2023 Q4	$48.1K	Hold	327	–	–	0.03%	56
2023 Q3	$41.3K	Sell	327 -1,200	-79%	-$70.1K	0.03%	55
2023 Q2	$111K	Hold	1,527	–	–	0.07%	44
2023 Q1	$104K	Hold	1,527	–	–	0.07%	43
2022 Q4	$103K	Hold	1,527	–	–	0.07%	43
2022 Q3	$91.3K	Hold	1,527	–	–	0.07%	44
2022 Q2	$94K	Hold	1,527	–	–	0.07%	41
2022 Q1	$113K	Hold	1,527	–	–	0.07%	42
2021 Q4	$121K	Hold	1,527	–	–	0.06%	42
2021 Q3	$118K	Hold	1,527	–	–	0.06%	43
2021 Q2	$118K	Hold	1,527	–	–	0.06%	42
2021 Q1	$113K	Hold	1,527	–	–	0.06%	42
2020 Q4	$97.4K	Hold	1,527	–	–	0.06%	40
2020 Q3	$75.4K	Buy	+1,527	New	+$61.2K	0.05%	42

Other funds holding UPGD

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

FAM

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

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

Arcadia Investment Advisors's UPGD Position: Q2 2026 in Review

Arcadia Investment Advisors held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 245 shares worth $80.2K. The position accounts for 0.03% of the portfolio, ranked #59.

Arcadia Investment Advisors first reported a position in UPGD in Q3 2020 and has held it in 24 quarters since. The position peaked at $121K in Q4 2021. 5 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Arcadia Investment Advisors held 245 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $80.2K as of Q2 2026.
Arcadia Investment Advisors left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.03% of Arcadia Investment Advisors's portfolio in Q2 2026, its #59 holding.
Arcadia Investment Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2020 and has held it in 24 quarters since.
Arcadia Investment Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $121K in Q4 2021.
5 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.