Citadel Advisors
UPGD icon

Citadel Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Citadel Advisors’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
2026
Q1 		$383K Buy
+5,258
New +$402K ﹤0.01% 9904
2025
Q4 		– Sell
-5,421
Closed -$406K – 14340
2025
Q3 		$406K Sell
5,421
-2,640
-33% -$194K ﹤0.01% 9632
2025
Q2 		$572K Buy
+8,061
New +$555K ﹤0.01% 8333
2025
Q1 		– Sell
-5,468
Closed -$378K – 15749
2024
Q4 		$378K Sell
5,468
-5,384
-50% -$389K ﹤0.01% 9175
2024
Q3 		$780K Buy
10,852
+6,390
+143% +$437K ﹤0.01% 7342
2024
Q2 		$292K Sell
4,462
-13,459
-75% -$877K ﹤0.01% 9193
2024
Q1 		$1.19M Buy
17,921
+6,553
+58% +$412K ﹤0.01% 6583
2023
Q4 		$702K Sell
11,368
-6,456
-36% -$363K ﹤0.01% 7390
2023
Q3 		$993K Buy
+17,824
New +$1.04M ﹤0.01% 6562
2023
Q2 		– Sell
-3,908
Closed -$216K – 15372
2023
Q1 		$216K Sell
3,908
-5,681
-59% -$325K ﹤0.01% 10042
2022
Q4 		$520K Buy
9,589
+5,064
+112% +$274K ﹤0.01% 8159
2022
Q3 		$229K Sell
4,525
-8,019
-64% -$447K ﹤0.01% 10128
2022
Q2 		$642K Buy
+12,544
New +$700K ﹤0.01% 8083
2022
Q1 		– Sell
-18,332
Closed -$1.15M – 14747
2021
Q4 		$1.15M Buy
18,332
+1,135
+7% +$71.2K ﹤0.01% 7597
2021
Q3 		$1.03M Buy
17,197
+6,798
+65% +$406K ﹤0.01% 8075
2021
Q2 		$640K Buy
10,399
+3,142
+43% +$190K ﹤0.01% 9455
2021
Q1 		$420K Sell
7,257
-14,436
-67% -$806K ﹤0.01% 10067
2020
Q4 		$1.1M Sell
21,693
-12,677
-37% -$582K ﹤0.01% 6597
2020
Q3 		$1.37M Buy
34,370
+5,066
+17% +$203K ﹤0.01% 5443
2020
Q2 		$1.15M Buy
29,304
+2,303
+9% +$79.9K ﹤0.01% 5583
2020
Q1 		$774K Sell
27,001
-9,234
-25% -$382K ﹤0.01% 5756
2019
Q4 		$1.74M Buy
36,235
+16,096
+80% +$715K ﹤0.01% 4640
2019
Q3 		$857K Sell
20,139
-7,963
-28% -$342K ﹤0.01% 5853
2019
Q2 		$1.26M Sell
28,102
-9,359
-25% -$412K ﹤0.01% 5321
2019
Q1 		$1.64M Buy
37,461
+19,881
+113% +$836K ﹤0.01% 4783
2018
Q4 		$642K Buy
17,580
+3,192
+22% +$136K ﹤0.01% 6010
2018
Q3 		$696K Buy
+14,388
New +$693K ﹤0.01% 6166
2018
Q1 		– Sell
-4,928
Closed -$214K – 8875
2017
Q4 		$214K Sell
4,928
-1,588
-24% -$66.5K ﹤0.01% 7010
2017
Q3 		$270K Buy
+6,516
New +$259K ﹤0.01% 6231
2017
Q2 		– Sell
-10,672
Closed -$429K – 8175
2017
Q1 		$429K Buy
+10,672
New +$421K ﹤0.01% 5276
2016
Q4 		– Sell
-21,176
Closed -$774K – 7948
2016
Q3 		$774K Sell
21,176
-15,841
-43% -$560K ﹤0.01% 4175
2016
Q2 		$1.23M Buy
37,017
+29,545
+395% +$974K ﹤0.01% 3314
2016
Q1 		$244K Sell
7,472
-3,846
-34% -$116K ﹤0.01% 5366
2015
Q4 		$369K Sell
11,318
-76,995
-87% -$2.59M ﹤0.01% 4906
2015
Q3 		$2.84M Buy
+88,313
New +$3.08M ﹤0.01% 2524

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $146M AUM 22.8% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $141M AUM 17.8% 1-Year Est. Return

Citadel Advisors's UPGD Position: Q1 2026 in Review

Citadel Advisors opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026: 5,258 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #9904 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in UPGD as recently as Q3 2025.

Citadel Advisors first reported a position in UPGD in Q3 2015 and has held it in 35 quarters since. The position peaked at $2.84M in Q3 2015. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Citadel Advisors held 5,258 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $383K as of Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF was a new Citadel Advisors position in Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9904 holding.
  • Citadel Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2015 and has held it in 35 quarters since.
  • Citadel Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $2.84M in Q3 2015.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.