Fidelity Investments
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Fidelity Investments’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Fidelity Investments’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 		$92.1K Buy
1,265
+707
+127% +$54.1K ﹤0.01% 3825
2025
Q4 		$41.3K Hold
558
– – ﹤0.01% 4193
2025
Q3 		$41.8K Hold
558
– – ﹤0.01% 4058
2025
Q2 		$39.6K Hold
558
– – ﹤0.01% 3999
2025
Q1 		$39.1K Hold
558
– – ﹤0.01% 3963
2024
Q4 		$38.6K Sell
558
-250
-31% -$18.1K ﹤0.01% 3962
2024
Q3 		$58.1K Sell
808
-268
-25% -$18.3K ﹤0.01% 3726
2024
Q2 		$70.5K Sell
1,076
-12
-1% -$782 ﹤0.01% 3451
2024
Q1 		$72K Sell
1,088
-22
-2% -$1.38K ﹤0.01% 3419
2023
Q4 		$68.6K Buy
1,110
+500
+82% +$28.1K ﹤0.01% 3377
2023
Q3 		$34K Sell
610
-4
-0.7% -$234 ﹤0.01% 3542
2023
Q2 		$35.7K Sell
614
-23
-4% -$1.27K ﹤0.01% 3603
2023
Q1 		$35.3K Hold
637
– – ﹤0.01% 3602
2022
Q4 		$34.5K Sell
637
-14
-2% -$759 ﹤0.01% 3570
2022
Q3 		$33K Hold
651
– – ﹤0.01% 3644
2022
Q2 		$33K Hold
651
– – ﹤0.01% 3717
2022
Q1 		$40K Hold
651
– – ﹤0.01% 3759
2021
Q4 		$41K Hold
651
– – ﹤0.01% 3286
2021
Q3 		$39K Buy
651
+329
+102% +$19.7K ﹤0.01% 3276
2021
Q2 		$20K Buy
322
+262
+437% +$15.8K ﹤0.01% 3387
2021
Q1 		$3K Buy
+60
New +$3.35K ﹤0.01% 3676

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

Fidelity Investments's UPGD Position: Q1 2026 in Review

Fidelity Investments increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 127% in Q1 2026, buying an estimated $54.1K and bringing the position to 1,265 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3825.

Fidelity Investments first reported a position in UPGD in Q1 2021 and has held it in 21 quarters since. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Fidelity Investments held 1,265 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $92.1K as of Q1 2026.
  • Fidelity Investments bought 707 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $54.1K.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3825 holding.
  • Fidelity Investments first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2021 and has held it in 21 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.