IWP
UPGD icon

Icon Wealth Partners’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-87
Closed -$4K – 800
2019
Q1 		$4K Buy
+87
New +$3.66K ﹤0.01% 788

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Icon Wealth Partners's UPGD Position: Q2 2019 in Review

Icon Wealth Partners sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2019, closing a stake of 87 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in UPGD in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 25 funds tracked by Wall St. Rank hold UPGD as of Q2 2019.

  • Icon Wealth Partners reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 87 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2019, an estimated $4K.
  • Icon Wealth Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $4K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.