Freestone Capital Holdings’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Freestone Capital Holdings’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
2025 Q2	–	Sell	-3,263	Closed	-$228K	–	487
2025 Q1	$228K	Buy	+3,263	New	+$231K	0.01%	397

Other funds holding UPGD

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

TRCT

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Freestone Capital Holdings's UPGD Position: Q2 2025 in Review

Freestone Capital Holdings sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2025, closing a stake of 3,263 shares — an estimated $228K sold.

Freestone Capital Holdings first reported a position in UPGD in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 35 funds tracked by Wall St. Rank hold UPGD as of Q2 2025.

Freestone Capital Holdings reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2025 after selling out during the quarter.
Freestone Capital Holdings sold 3,263 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2025, an estimated $228K.
Freestone Capital Holdings first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2025 and held it in 1 quarter.
Freestone Capital Holdings's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $228K in Q1 2025.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2025.

Based on Freestone Capital Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.