Glenmede Trust’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Glenmede Trust’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	$291K	Hold	3,550	–	–	﹤0.01%	1198
2026 Q1	$259K	Hold	3,550	–	–	﹤0.01%	1214
2025 Q4	$263K	Buy	+3,550	New	+$264K	﹤0.01%	1197

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Glenmede Trust's UPGD Position: Q2 2026 in Review

Glenmede Trust held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 3,550 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Glenmede Trust first reported a position in UPGD in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Glenmede Trust held 3,550 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $291K as of Q2 2026.
Glenmede Trust left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1198 holding.
Glenmede Trust first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2025 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.