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Capital Wealth Alliance’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Capital Wealth Alliance’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
2020
Q3 		– Sell
-11,752
Closed -$459K – 115
2020
Q2 		$459K Buy
+11,752
New +$408K 0.48% 57

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Capital Wealth Alliance's UPGD Position: Q3 2020 in Review

Capital Wealth Alliance sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2020, closing a stake of 11,752 shares — an estimated $459K sold.

Capital Wealth Alliance first reported a position in UPGD in Q2 2020 and held it in 1 quarter. The position peaked at $459K in Q2 2020. 24 funds tracked by Wall St. Rank hold UPGD as of Q3 2020.

  • Capital Wealth Alliance reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 11,752 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2020, an estimated $459K.
  • Capital Wealth Alliance first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2020 and held it in 1 quarter.
  • Capital Wealth Alliance's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $459K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2020.

Based on Capital Wealth Alliance's 13F filing for Q3 2020, filed 26 Oct 2020.