GPS Wealth Strategies Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

GPS Wealth Strategies Group’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
2023 Q3	–	Sell	-330	Closed	-$19.2K	–	1310
2023 Q2	$19.2K	Hold	330	–	–	﹤0.01%	696
2023 Q1	$18.3K	Buy	+330	New	+$18.9K	﹤0.01%	709
2022 Q4	–	Sell	-330	Closed	-$17K	–	1121
2022 Q3	$17K	Hold	330	–	–	﹤0.01%	661
2022 Q2	$17K	Buy	+330	New	+$18.4K	﹤0.01%	660

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

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 $5.05B AUM 16.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

TRCT

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

GPS Wealth Strategies Group's UPGD Position: Q3 2023 in Review

GPS Wealth Strategies Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2023, closing a stake of 330 shares — an estimated $19.2K sold.

GPS Wealth Strategies Group first reported a position in UPGD in Q2 2022 and held it in 4 quarters. The position peaked at $19.2K in Q2 2023. 25 funds tracked by Wall St. Rank hold UPGD as of Q3 2023.

GPS Wealth Strategies Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 330 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2023, an estimated $19.2K.
GPS Wealth Strategies Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2022 and held it in 4 quarters.
GPS Wealth Strategies Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $19.2K in Q2 2023.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2023, filed 26 Oct 2023.