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

Heritage 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
2018
Q1 		– Sell
-105
Closed -$5K – 409
2017
Q4 		$5K Buy
+105
New +$4.4K ﹤0.01% 329

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Heritage Trust's UPGD Position: Q1 2018 in Review

Heritage Trust sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2018, closing a stake of 105 shares — an estimated $5K sold.

Heritage Trust first reported a position in UPGD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 19 funds tracked by Wall St. Rank hold UPGD as of Q1 2018.

  • Heritage Trust reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2018 after selling out during the quarter.
  • Heritage Trust sold 105 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2018, an estimated $5K.
  • Heritage Trust first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2017 and held it in 1 quarter.
  • Heritage Trust's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $5K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.