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 Q2	–	Sell	-500	Closed	-$36.4K	–	3739
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 $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGP

Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Clearstead Advisors's UPGD Position: Q2 2026 in Review

Clearstead Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2026, closing a stake of 500 shares — an estimated $36.4K sold.

Clearstead Advisors first reported a position in UPGD in Q2 2024 and held it in 8 quarters. The position peaked at $37.4K in Q3 2025. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Clearstead Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 500 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $36.4K.
Clearstead Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2024 and held it in 8 quarters.
Clearstead Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $37.4K in Q3 2025.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.