Eudaimonia Partners’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-306	Closed	-$18K	–	1409
2021 Q1	$18K	Buy	+306	New	+$17.1K	﹤0.01%	984
2020 Q2	–	Sell	-838	Closed	-$24K	–	767
2020 Q1	$24K	Hold	838	–	–	0.01%	628
2019 Q4	$40K	Buy	+838	New	+$37.2K	0.02%	537

Other funds holding UPGD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Eudaimonia Partners's UPGD Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2021, closing a stake of 306 shares — an estimated $18K sold.

Eudaimonia Partners first reported a position in UPGD in Q4 2019 and held it in 3 quarters. The position peaked at $40K in Q4 2019. 24 funds tracked by Wall St. Rank hold UPGD as of Q2 2021.

Eudaimonia Partners reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 306 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2021, an estimated $18K.
Eudaimonia Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2019 and held it in 3 quarters.
Eudaimonia Partners's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $40K in Q4 2019.
24 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.