HBK Sorce Advisory’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

HBK Sorce 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
2026 Q1	$676K	Sell	8,626 -11	-0.1%	-$842	0.01%	319
2025 Q4	$682K	Sell	8,637 -262	-3%	-$19.5K	0.02%	302
2025 Q3	$664K	Buy	8,899 +33	+0.4%	+$2.42K	0.02%	298
2025 Q2	$629K	Buy	8,866 +228	+3%	+$15.7K	0.02%	301
2025 Q1	$605K	Buy	8,638 +276	+3%	+$19.6K	0.02%	301
2024 Q4	$578K	Sell	8,362 -81	-1%	-$5.86K	0.02%	306
2024 Q3	$607K	Buy	8,443 +57	+0.7%	+$3.9K	0.02%	298
2024 Q2	$549K	Sell	8,386 -442	-5%	-$28.8K	0.02%	309
2024 Q1	$584K	Buy	8,828 +557	+7%	+$35K	0.02%	306
2023 Q4	$511K	Buy	8,271 +54	+0.7%	+$3.03K	0.02%	311
2023 Q3	$458K	Sell	8,217 -217	-3%	-$12.7K	0.02%	324
2023 Q2	$491K	Hold	8,434	–	–	0.02%	333
2023 Q1	$467K	Buy	+8,434	New	+$483K	0.02%	334
2018 Q3	–	Sell	-7,971	Closed	-$373K	–	422
2018 Q2	$373K	Buy	+7,971	New	+$366K	0.04%	273
2018 Q1	–	Sell	-7,992	Closed	-$348K	–	411
2017 Q4	$348K	Sell	7,992 -98	-1%	-$4.1K	0.04%	282
2017 Q3	$335K	Sell	8,090 -78	-1%	-$3.11K	0.05%	233
2017 Q2	$329K	Hold	8,168	–	–	0.05%	224
2017 Q1	$328K	Sell	8,168 -299	-4%	-$11.8K	0.06%	220
2016 Q4	$325K	Sell	8,467 -492	-5%	-$18.3K	0.06%	217
2016 Q3	$328K	Sell	8,959 -2,936	-25%	-$104K	0.07%	199
2016 Q2	$394K	Buy	+11,895	New	+$392K	0.08%	170

Other funds holding UPGD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

TRCT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

HBK Sorce Advisory's UPGD Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 0.13% in Q1 2026, selling an estimated $842 and leaving 8,626 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #319.

HBK Sorce Advisory first reported a position in UPGD in Q2 2016 and has held it in 21 quarters since. The position peaked at $682K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

HBK Sorce Advisory held 8,626 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $676K as of Q1 2026.
HBK Sorce Advisory sold 11 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $842.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #319 holding.
HBK Sorce Advisory first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2016 and has held it in 21 quarters since.
HBK Sorce Advisory's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $682K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.