BDO Wealth Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

BDO Wealth 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
2023 Q2	$72.7K	Hold	1,250	–	–	0.01%	377
2023 Q1	$69.2K	Hold	1,250	–	–	0.01%	366
2022 Q4	$67.7K	Buy	+1,250	New	+$67.8K	0.01%	374

Other funds holding UPGD

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BDO Wealth Advisors's UPGD Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2023 at 1,250 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #377.

BDO Wealth Advisors first reported a position in UPGD in Q4 2022 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold UPGD as of Q2 2023.

BDO Wealth Advisors held 1,250 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $72.7K as of Q2 2023.
BDO Wealth Advisors left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2023.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #377 holding.
BDO Wealth Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2022 and has held it in 3 quarters since.
29 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.