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Del-Sette Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Del-Sette Capital Management’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 		– Sell
-10,937
Closed -$809K – 59
2025
Q4 		$809K Sell
10,937
-231
-2% -$17.2K 0.5% 40
2025
Q3 		$836K Buy
11,168
+126
+1% +$9.26K 0.52% 42
2025
Q2 		$784K Buy
+11,042
New +$760K 0.54% 40

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

Del-Sette Capital Management's UPGD Position: Q1 2026 in Review

Del-Sette Capital Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 10,937 shares — an estimated $809K sold.

Del-Sette Capital Management first reported a position in UPGD in Q2 2025 and held it in 3 quarters. The position peaked at $836K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Del-Sette Capital Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
  • Del-Sette Capital Management sold 10,937 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $809K.
  • Del-Sette Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2025 and held it in 3 quarters.
  • Del-Sette Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $836K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.