BPA
UPGD icon

Beacon Pointe Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Beacon Pointe 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
2026
Q2 		$410K Buy
+5,000
New +$392K ﹤0.01% 1428

Other funds holding UPGD

Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.97B 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
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

Beacon Pointe Advisors's UPGD Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2026: 5,000 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings.

32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

  • Beacon Pointe Advisors held 5,000 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $410K as of Q2 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF was a new Beacon Pointe Advisors position in Q2 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1428 holding.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.