BWA
UPGD icon

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

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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.