Formidable Asset Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Formidable Asset Management’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	$219K	Hold	3,004	–	–	0.03%	361
2026 Q1	$222K	Sell	3,004 -36	-1%	-$2.75K	0.03%	354
2025 Q4	$228K	Sell	3,040 -300	-9%	-$22.3K	0.03%	363
2025 Q3	$237K	Hold	3,340	–	–	0.04%	360
2025 Q2	$234K	Hold	3,340	–	–	0.04%	344
2025 Q1	$234K	Sell	3,340 -325	-9%	-$23K	0.04%	344
2024 Q4	$253K	Sell	3,665 -50	-1%	-$3.62K	0.04%	324
2024 Q3	$267K	Hold	3,715	–	–	0.04%	313
2024 Q2	$243K	Hold	3,715	–	–	0.04%	336
2024 Q1	$246K	Hold	3,715	–	–	0.04%	306
2023 Q4	$230K	Sell	3,715 -225	-6%	-$12.6K	0.05%	244
2023 Q3	$220K	Hold	3,940	–	–	0.05%	253
2023 Q2	$229K	Hold	3,940	–	–	0.05%	242
2023 Q1	$219K	Hold	3,940	–	–	0.05%	267
2022 Q4	$214K	Hold	3,940	–	–	0.05%	269
2022 Q3	$212K	Sell	3,940 -20	-0.5%	-$1.11K	0.05%	262
2022 Q2	$203K	Sell	3,960 -10	-0.3%	-$558	0.05%	274
2022 Q1	$242K	Hold	3,970	–	–	0.05%	278
2021 Q4	$253K	Sell	3,970 -230	-5%	-$14.4K	0.05%	266
2021 Q3	$252K	Sell	4,200 -425	-9%	-$25.4K	0.05%	296
2021 Q2	$271K	Sell	4,625 -925	-17%	-$56K	0.06%	250
2021 Q1	$325K	Hold	5,550	–	–	0.07%	205
2020 Q4	$279K	Hold	5,550	–	–	0.06%	221
2020 Q3	$225K	Hold	5,550	–	–	0.07%	212
2020 Q2	$219K	Buy	+5,550	New	+$193K	0.06%	225
2020 Q1	–	Sell	-5,465	Closed	-$263K	–	287
2019 Q4	$263K	Hold	5,465	–	–	0.08%	171
2019 Q3	$231K	Sell	5,465 -85	-2%	-$3.65K	0.21%	81
2019 Q2	$245K	Buy	+5,550	New	+$245K	0.08%	173
2017 Q4	–	Sell	-5,750	Closed	-$238K	–	216
2017 Q3	$238K	Hold	5,750	–	–	0.1%	172
2017 Q2	$232K	Hold	5,750	–	–	0.11%	150
2017 Q1	$228K	Sell	5,750 -150	-3%	-$5.92K	0.1%	165
2016 Q4	$227K	Hold	5,900	–	–	0.11%	150
2016 Q3	$216K	Hold	5,900	–	–	0.11%	150
2016 Q2	$206K	Hold	5,900	–	–	0.11%	146
2016 Q1	$197K	Sell	5,900 -10,055	-63%	-$304K	0.14%	119
2015 Q4	$501K	Sell	15,955 -3,500	-18%	-$118K	0.35%	67
2015 Q3	$625K	Sell	19,455 -1,000	-5%	-$34.9K	0.42%	52
2015 Q2	$750K	Hold	20,455	–	–	0.48%	49
2015 Q1	$748K	Sell	20,455 -1,000	-5%	-$35.2K	0.49%	48
2014 Q4	$751K	Buy	21,455 +150	+0.7%	+$5.09K	0.51%	44
2014 Q3	$737K	Hold	21,305	–	–	0.49%	47
2014 Q2	$753K	Hold	21,305	–	–	0.45%	49
2014 Q1	$702K	Sell	21,305 -1,500	-7%	-$50.5K	0.49%	46
2013 Q4	$742K	Buy	+22,805	New	+$727K	0.5%	45

Other funds holding UPGD

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

Formidable Asset Management's UPGD Position: Q2 2026 in Review

Formidable Asset Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 3,004 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #361.

Formidable Asset Management first reported a position in UPGD in Q4 2013 and has held it in 44 quarters since. The position peaked at $753K in Q2 2014. 5 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Formidable Asset Management held 3,004 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $219K as of Q2 2026.
Formidable Asset Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.03% of Formidable Asset Management's portfolio in Q2 2026, its #361 holding.
Formidable Asset Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2013 and has held it in 44 quarters since.
Formidable Asset Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $753K in Q2 2014.
5 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.