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 Q2	$852K	Sell	10,401 -117	-1%	-$9.18K	0.5%	47
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 $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Aspire Growth Partners's UPGD Position: Q2 2026 in Review

Aspire Growth Partners reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 1.1% in Q2 2026, selling an estimated $9.18K and leaving 10,401 shares worth $852K. The position accounts for 0.5% of the portfolio, ranked #47.

Aspire Growth Partners first reported a position in UPGD in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Aspire Growth Partners held 10,401 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $852K as of Q2 2026.
Aspire Growth Partners sold 117 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $9.18K.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.5% of Aspire Growth Partners's portfolio in Q2 2026, its #47 holding.
Aspire Growth Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.