Jane Street
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Jane Street’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Jane Street’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 		$277K Buy
+3,804
New +$291K ﹤0.01% 9400
2020
Q1 		– Sell
-15,847
Closed -$762K – 6112
2019
Q4 		$762K Sell
15,847
-20,172
-56% -$896K ﹤0.01% 3148
2019
Q3 		$1.53M Buy
36,019
+30,855
+598% +$1.33M ﹤0.01% 2099
2019
Q2 		$232K Buy
+5,164
New +$228K ﹤0.01% 4537
2018
Q3 		– Sell
-13,979
Closed -$654K – 5816
2018
Q2 		$654K Sell
13,979
-3,819
-21% -$175K ﹤0.01% 3284
2018
Q1 		$770K Buy
17,798
+12,129
+214% +$537K ﹤0.01% 2978
2017
Q4 		$247K Sell
5,669
-87
-2% -$3.64K ﹤0.01% 3968
2017
Q3 		$238K Sell
5,756
-826
-13% -$32.9K ﹤0.01% 3955
2017
Q2 		$265K Sell
6,582
-4,899
-43% -$195K ﹤0.01% 3728
2017
Q1 		$462K Buy
11,481
+6,046
+111% +$239K ﹤0.01% 2974
2016
Q4 		$209K Sell
5,435
-6,470
-54% -$241K ﹤0.01% 3701
2016
Q3 		$435K Sell
11,905
-24,624
-67% -$871K ﹤0.01% 2916
2016
Q2 		$1.21M Sell
36,529
-14,174
-28% -$467K 0.01% 1777
2016
Q1 		$1.66M Buy
50,703
+12,581
+33% +$380K 0.01% 1359
2015
Q4 		$1.24M Buy
38,122
+4,616
+14% +$155K 0.01% 1526
2015
Q3 		$1.08M Buy
33,506
+27,736
+481% +$969K 0.01% 1573
2015
Q2 		$211K Sell
5,770
-1,428
-20% -$52.9K ﹤0.01% 3225
2015
Q1 		$263K Sell
7,198
-9,796
-58% -$344K ﹤0.01% 2631
2014
Q4 		$595K Buy
16,994
+2,984
+21% +$101K ﹤0.01% 1365
2014
Q3 		$473K Buy
+14,010
New +$485K ﹤0.01% 1487
2014
Q2 		– Sell
-8,699
Closed -$299K – 3225
2014
Q1 		$299K Buy
+8,699
New +$293K ﹤0.01% 1995

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street's UPGD Position: Q1 2026 in Review

Jane Street opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026: 3,804 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #9400 among its holdings. This is a return to the name: Jane Street previously reported a position in UPGD as recently as Q4 2019.

Jane Street first reported a position in UPGD in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.66M in Q1 2016. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Jane Street held 3,804 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $277K as of Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF was a new Jane Street position in Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #9400 holding.
  • Jane Street first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2014 and has held it in 21 quarters since.
  • Jane Street's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.66M in Q1 2016.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.