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Calton & Associates’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Calton & Associates’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
Q1 		– Sell
-300
Closed -$13K – 1311
2017
Q4 		$13K Buy
+300
New +$12.6K ﹤0.01% 1004

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 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

Calton & Associates's UPGD Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2018, closing a stake of 300 shares — an estimated $13K sold.

Calton & Associates first reported a position in UPGD in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 19 funds tracked by Wall St. Rank hold UPGD as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 300 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2018, an estimated $13K.
  • Calton & Associates first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $13K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.