First Allied Advisory Services’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-87	Closed	-$4K	–	1631
2019 Q3	$4K	Buy	+87	New	+$3.74K	﹤0.01%	1591

Other funds holding UPGD

RJA

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TRCT

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

First Allied Advisory Services's UPGD Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2019, closing a stake of 87 shares — an estimated $4K sold.

First Allied Advisory Services first reported a position in UPGD in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 25 funds tracked by Wall St. Rank hold UPGD as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 87 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2019, an estimated $4K.
First Allied Advisory Services first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $4K in Q3 2019.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.