Flow Traders U.S.’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Flow Traders U.S.’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	-4,086	Closed	-$302K	–	1345
2025 Q4	$302K	Buy	4,086 +413	+11%	+$30.7K	0.01%	702
2025 Q3	$275K	Sell	3,673 -378	-9%	-$27.8K	0.01%	769
2025 Q2	$287K	Sell	4,051 -1,194	-23%	-$82.2K	0.01%	745
2025 Q1	$367K	Buy	5,245 +550	+12%	+$39K	0.02%	674
2024 Q4	$325K	Hold	4,695	–	–	0.01%	724
2024 Q3	$337K	Hold	4,695	–	–	0.02%	657
2024 Q2	$307K	Sell	4,695 -1,067	-19%	-$69.5K	0.02%	669
2024 Q1	$381K	Buy	+5,762	New	+$362K	0.02%	534

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.86B 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

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

Flow Traders U.S.'s UPGD Position: Q1 2026 in Review

Flow Traders U.S. sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 4,086 shares — an estimated $302K sold.

Flow Traders U.S. first reported a position in UPGD in Q1 2024 and held it in 8 quarters. The position peaked at $381K in Q1 2024. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Flow Traders U.S. reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
Flow Traders U.S. sold 4,086 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $302K.
Flow Traders U.S. first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2024 and held it in 8 quarters.
Flow Traders U.S.'s Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $381K in Q1 2024.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Flow Traders U.S.'s 13F filing for Q1 2026, filed 15 May 2026.