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

Clearstead 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	$36.4K	Hold	500	–	–	﹤0.01%	1338
2025 Q4	$37K	Hold	500	–	–	﹤0.01%	1514
2025 Q3	$37.4K	Hold	500	–	–	﹤0.01%	1381
2025 Q2	$35.5K	Hold	500	–	–	﹤0.01%	1400
2025 Q1	$35K	Hold	500	–	–	﹤0.01%	1263
2024 Q4	$34.6K	Hold	500	–	–	﹤0.01%	1252
2024 Q3	$35.9K	Hold	500	–	–	﹤0.01%	1277
2024 Q2	$32.7K	Buy	+500	New	+$32.6K	﹤0.01%	1264

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clearstead Advisors's UPGD Position: Q1 2026 in Review

Clearstead Advisors held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 500 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Clearstead Advisors first reported a position in UPGD in Q2 2024 and has held it in 8 quarters since. The position peaked at $37.4K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Clearstead Advisors held 500 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $36.4K as of Q1 2026.
Clearstead Advisors left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1338 holding.
Clearstead Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $37.4K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.