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 Q2	$104K	Hold	1,265	–	–	﹤0.01%	3964
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 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

Fidelity Investments's UPGD Position: Q2 2026 in Review

Fidelity Investments held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 1,265 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

Fidelity Investments first reported a position in UPGD in Q1 2021 and has held it in 22 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Fidelity Investments held 1,265 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $104K as of Q2 2026.
Fidelity Investments left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3964 holding.
Fidelity Investments first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2021 and has held it in 22 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.