Bank of America
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Bank of America’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Bank of America’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 		– Sell
-1,258
Closed -$93.1K – 6996
2025
Q4 		$93.1K Buy
1,258
+390
+45% +$29K ﹤0.01% 5650
2025
Q3 		$65K Sell
868
-64
-7% -$4.7K ﹤0.01% 6766
2025
Q2 		$66.1K Hold
932
– – ﹤0.01% 6700
2025
Q1 		$65.2K Sell
932
-190
-17% -$13.5K ﹤0.01% 6663
2024
Q4 		$77.6K Sell
1,122
-205
-15% -$14.8K ﹤0.01% 6510
2024
Q3 		$95.4K Buy
1,327
+30
+2% +$2.05K ﹤0.01% 6337
2024
Q2 		$84.9K Hold
1,297
– – ﹤0.01% 6322
2024
Q1 		$85.8K Sell
1,297
-162
-11% -$10.2K ﹤0.01% 6311
2023
Q4 		$90.2K Buy
1,459
+6
+0.4% +$337 ﹤0.01% 6413
2023
Q3 		$81K Hold
1,453
– – ﹤0.01% 6332
2023
Q2 		$84.6K Sell
1,453
-751
-34% -$41.5K ﹤0.01% 6266
2023
Q1 		$122K Hold
2,204
– – ﹤0.01% 6171
2022
Q4 		$119K Sell
2,204
-565
-20% -$30.6K ﹤0.01% 6165
2022
Q3 		$140K Buy
2,769
+160
+6% +$8.92K ﹤0.01% 6181
2022
Q2 		$134K Sell
2,609
-33
-1% -$1.84K ﹤0.01% 6329
2022
Q1 		$161K Sell
2,642
-300
-10% -$18K ﹤0.01% 6598
2021
Q4 		$185K Sell
2,942
-449
-13% -$28.2K ﹤0.01% 6542
2021
Q3 		$204K Hold
3,391
– – ﹤0.01% 6300
2021
Q2 		$209K Buy
3,391
+79
+2% +$4.78K ﹤0.01% 6074
2021
Q1 		$192K Sell
3,312
-110
-3% -$6.14K ﹤0.01% 6077
2020
Q4 		$175K Buy
3,422
+160
+5% +$7.35K ﹤0.01% 5683
2020
Q3 		$130K Sell
3,262
-400
-11% -$16K ﹤0.01% 5540
2020
Q2 		$143K Sell
3,662
-1,290
-26% -$44.8K ﹤0.01% 5469
2020
Q1 		$142K Buy
4,952
+1,002
+25% +$41.5K ﹤0.01% 5312
2019
Q4 		$190K Buy
3,950
+1,284
+48% +$57K ﹤0.01% 5669
2019
Q3 		$113K Sell
2,666
-6,473
-71% -$278K ﹤0.01% 5988
2019
Q2 		$411K Buy
9,139
+1,863
+26% +$82.1K ﹤0.01% 5194
2019
Q1 		$318K Sell
7,276
-579
-7% -$24.4K ﹤0.01% 5280
2018
Q4 		$287K Sell
7,855
-4,012
-34% -$171K ﹤0.01% 5277
2018
Q3 		$575K Sell
11,867
-1,057
-8% -$50.9K ﹤0.01% 4852
2018
Q2 		$605K Buy
12,924
+11,054
+591% +$508K ﹤0.01% 4786
2018
Q1 		$81K Hold
1,870
– – ﹤0.01% 5833
2017
Q4 		$81K Hold
1,870
– – ﹤0.01% 5837
2017
Q3 		$77K Sell
1,870
-350
-16% -$13.9K ﹤0.01% 5776
2017
Q2 		$90K Sell
2,220
-33
-1% -$1.31K ﹤0.01% 5642
2017
Q1 		$91K Sell
2,253
-160
-7% -$6.32K ﹤0.01% 5664
2016
Q4 		$93K Buy
2,413
+403
+20% +$15K ﹤0.01% 5664
2016
Q3 		$74K Buy
2,010
+1,850
+1,156% +$65.4K ﹤0.01% 5568
2016
Q2 		$5K Sell
160
-5,152
-97% -$170K ﹤0.01% 6684
2016
Q1 		$173K Sell
5,312
-1,518
-22% -$45.8K ﹤0.01% 5214
2015
Q4 		$222K Buy
6,830
+1,432
+27% +$48.2K ﹤0.01% 5314
2015
Q3 		$174K Buy
5,398
+150
+3% +$5.24K ﹤0.01% 5403
2015
Q2 		$192K Sell
5,248
-257
-5% -$9.52K ﹤0.01% 5257
2015
Q1 		$201K Sell
5,505
-651
-11% -$22.9K ﹤0.01% 4924
2014
Q4 		$215K Buy
6,156
+396
+7% +$13.4K ﹤0.01% 5315
2014
Q3 		$194K Sell
5,760
-91
-2% -$3.15K ﹤0.01% 5412
2014
Q2 		$207K Buy
5,851
+41
+0.7% +$1.39K ﹤0.01% 5530
2014
Q1 		$200K Sell
5,810
-4,915
-46% -$165K ﹤0.01% 5435
2013
Q4 		$360K Sell
10,725
-1,064
-9% -$33.9K ﹤0.01% 5062
2013
Q3 		$362K Sell
11,789
-1,770
-13% -$52.7K ﹤0.01% 4910
2013
Q2 		$383K Buy
+13,559
New +$368K ﹤0.01% 4997

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America's UPGD Position: Q1 2026 in Review

Bank of America sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 1,258 shares — an estimated $93.1K sold.

Bank of America first reported a position in UPGD in Q2 2013 and held it in 51 quarters. The position peaked at $605K in Q2 2018. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Bank of America reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,258 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $93.1K.
  • Bank of America first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and held it in 51 quarters.
  • Bank of America's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $605K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.