Aspire Growth Partners’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Aspire Growth Partners’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 Q1	$766K	Hold	10,518	–	–	0.53%	43
2025 Q4	$778K	Buy	10,518 +178	+2%	+$13.2K	0.54%	40
2025 Q3	$774K	Sell	10,340 -28	-0.3%	-$2.06K	0.57%	39
2025 Q2	$736K	Hold	10,368	–	–	0.6%	38
2025 Q1	$710K	Sell	10,368 -143	-1%	-$10.1K	0.63%	40
2024 Q4	$727K	Buy	+10,511	New	+$760K	0.71%	36

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

OFG

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

TRCT

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

HSA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM

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

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $141M AUM 17.8% 1-Year Est. Return

Aspire Growth Partners's UPGD Position: Q1 2026 in Review

Aspire Growth Partners held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 10,518 shares worth $766K. The position accounts for 0.53% of the portfolio, ranked #43.

Aspire Growth Partners first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $778K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Aspire Growth Partners held 10,518 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $766K as of Q1 2026.
Aspire Growth Partners left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.53% of Aspire Growth Partners's portfolio in Q1 2026, its #43 holding.
Aspire Growth Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
Aspire Growth Partners's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $778K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.