HRT Financial’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

HRT Financial’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	–	Sell	-9,026	Closed	-$667K	–	4915
2025 Q4	$667K	Buy	9,026 +3,073	+52%	+$229K	﹤0.01%	1955
2025 Q3	$445K	Buy	+5,953	New	+$437K	﹤0.01%	1951
2024 Q2	–	Sell	-4,592	Closed	-$303K	–	3268
2024 Q1	$303K	Buy	+4,592	New	+$289K	﹤0.01%	1545
2020 Q4	–	Sell	-6,654	Closed	-$264K	–	2576
2020 Q3	$264K	Buy	+6,654	New	+$267K	0.01%	1222

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 $146M AUM 22.8% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $135M AUM

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

HRT Financial's UPGD Position: Q1 2026 in Review

HRT Financial sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 9,026 shares — an estimated $667K sold.

HRT Financial first reported a position in UPGD in Q3 2020 and held it in 4 quarters. The position peaked at $667K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

HRT Financial reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 9,026 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $667K.
HRT Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2020 and held it in 4 quarters.
HRT Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $667K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.