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 Q2	$441K	Buy	+5,377	New	+$422K	0.02%	666
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 $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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Flow Traders U.S.'s UPGD Position: Q2 2026 in Review

Flow Traders U.S. opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2026: 5,377 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: Flow Traders U.S. previously reported a position in UPGD as recently as Q4 2025.

Flow Traders U.S. first reported a position in UPGD in Q1 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Flow Traders U.S. held 5,377 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $441K as of Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF was a new Flow Traders U.S. position in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.02% of Flow Traders U.S.'s portfolio in Q2 2026, its #666 holding.
Flow Traders U.S. first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2024 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Flow Traders U.S.'s 13F filing for Q2 2026, filed 14 Aug 2026.