J. Arnold Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

J. Arnold Wealth Management’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 Q2	–	Sell	-50	Closed	-$2.77K	–	57
2023 Q1	$2.77K	Hold	50	–	–	﹤0.01%	57
2022 Q4	$2.71K	Buy	+50	New	+$2.71K	﹤0.01%	78
2021 Q4	–	Sell	-50	Closed	-$3K	–	68
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	62
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	100
2021 Q1	$3K	Buy	+50	New	+$2.79K	﹤0.01%	93

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

TRCT

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

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 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

J. Arnold Wealth Management's UPGD Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2023, closing a stake of 50 shares — an estimated $2.77K sold.

J. Arnold Wealth Management first reported a position in UPGD in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 29 funds tracked by Wall St. Rank hold UPGD as of Q2 2023.

J. Arnold Wealth Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 50 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2023, an estimated $2.77K.
J. Arnold Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2021 and held it in 5 quarters.
J. Arnold Wealth Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $3K in Q3 2021.
29 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.