Benjamin F. Edwards & Company’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q2	–	Sell	-71	Closed	-$3K	–	1662
2018 Q1	$3K	Hold	71	–	–	﹤0.01%	1496
2017 Q4	$3K	Hold	71	–	–	﹤0.01%	1455
2017 Q3	$3K	Hold	71	–	–	﹤0.01%	1417
2017 Q2	$3K	Hold	71	–	–	﹤0.01%	1341
2017 Q1	$3K	Hold	71	–	–	﹤0.01%	1255
2016 Q4	$3K	Hold	71	–	–	﹤0.01%	1135
2016 Q3	$3K	Hold	71	–	–	﹤0.01%	1025
2016 Q2	$2K	Hold	71	–	–	﹤0.01%	1028
2016 Q1	$2K	Hold	71	–	–	﹤0.01%	1042
2015 Q4	$2K	Hold	71	–	–	﹤0.01%	1087
2015 Q3	$2K	Hold	71	–	–	﹤0.01%	1084
2015 Q2	$3K	Hold	71	–	–	﹤0.01%	1087
2015 Q1	$3K	Hold	71	–	–	﹤0.01%	1050
2014 Q4	$2K	Hold	71	–	–	﹤0.01%	973
2014 Q3	$2K	Hold	71	–	–	﹤0.01%	940
2014 Q2	$3K	Hold	71	–	–	﹤0.01%	868
2014 Q1	$2K	Hold	71	–	–	﹤0.01%	859
2013 Q4	$2K	Hold	71	–	–	﹤0.01%	892
2013 Q3	$2K	Hold	71	–	–	﹤0.01%	792
2013 Q2	$2K	Buy	+71	New	+$1.93K	﹤0.01%	748

Other funds holding UPGD

RJA

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's UPGD Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2018, closing a stake of 71 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in UPGD in Q2 2013 and held it in 20 quarters. The position peaked at $3K in Q1 2018. 21 funds tracked by Wall St. Rank hold UPGD as of Q2 2018.

Benjamin F. Edwards & Company reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 71 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2018, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and held it in 20 quarters.
Benjamin F. Edwards & Company's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $3K in Q1 2018.
21 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.