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UPGD icon

Centaurus Financial’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-100
Closed -$5K – 2089
2018
Q2 		$5K Buy
+100
New +$4.59K ﹤0.01% 1827

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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Centaurus Financial's UPGD Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Centaurus Financial first reported a position in UPGD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 21 funds tracked by Wall St. Rank hold UPGD as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 100 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2018, an estimated $5K.
  • Centaurus Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $5K in Q2 2018.
  • 21 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.