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Global Wealth Management Investment Advisory’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-110
Closed -$6.8K – 463
2023
Q4 		$6.8K Hold
110
– – ﹤0.01% 315
2023
Q3 		$6.13K Hold
110
– – ﹤0.01% 326
2023
Q2 		$6.4K Buy
+110
New +$6.08K ﹤0.01% 327
2022
Q3 		– Sell
-110
Closed -$6K – 504
2022
Q2 		$6K Hold
110
– – ﹤0.01% 329
2022
Q1 		$7K Hold
110
– – ﹤0.01% 349
2021
Q4 		$7K Hold
110
– – ﹤0.01% 342
2021
Q3 		$7K Hold
110
– – ﹤0.01% 347
2021
Q2 		$7K Hold
110
– – ﹤0.01% 328
2021
Q1 		$6K Hold
110
– – ﹤0.01% 350
2020
Q4 		$6K Hold
110
– – ﹤0.01% 323
2020
Q3 		$4K Hold
110
– – ﹤0.01% 357
2020
Q2 		$4K Hold
110
– – ﹤0.01% 468
2020
Q1 		$3K Hold
110
– – ﹤0.01% 489
2019
Q4 		$5K Hold
110
– – ﹤0.01% 442
2019
Q3 		$5K Hold
110
– – ﹤0.01% 413
2019
Q2 		$5K Hold
110
– – ﹤0.01% 453
2019
Q1 		$5K Hold
110
– – ﹤0.01% 460
2018
Q4 		$4K Buy
+110
New +$4.69K ﹤0.01% 529

Other funds holding UPGD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Global Wealth Management Investment Advisory's UPGD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2024, closing a stake of 110 shares — an estimated $6.8K sold.

Global Wealth Management Investment Advisory first reported a position in UPGD in Q4 2018 and held it in 18 quarters. The position peaked at $7K in Q1 2022. 27 funds tracked by Wall St. Rank hold UPGD as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 110 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2024, an estimated $6.8K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $7K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.