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Bellwether Investment Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-130
Closed -$5K – 636
2017
Q1 		$5K Sell
130
-966
-88% -$38.1K 0.01% 629
2016
Q4 		$42K Buy
+1,096
New +$40.8K 0.04% 300
2016
Q2 		$103K Buy
+3,121
New +$103K 0.11% 170

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Bellwether Investment Group's UPGD Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2017, closing a stake of 130 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in UPGD in Q2 2016 and held it in 3 quarters. The position peaked at $103K in Q2 2016. 23 funds tracked by Wall St. Rank hold UPGD as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 130 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $103K in Q2 2016.
  • 23 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.