JY
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Jeff Yass’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Jeff Yass’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
Q2 		$471K Sell
5,744
-685
-11% -$53.7K ﹤0.01% 10054
2026
Q1 		$468K Sell
6,429
-8,807
-58% -$674K ﹤0.01% 9841
2025
Q4 		$1.13M Buy
15,236
+5,817
+62% +$433K ﹤0.01% 6914
2025
Q3 		$705K Buy
9,419
+2,765
+42% +$203K ﹤0.01% 8176
2025
Q2 		$472K Sell
6,654
-2,696
-29% -$185K ﹤0.01% 9305
2025
Q1 		$655K Sell
9,350
-4,393
-32% -$311K ﹤0.01% 8306
2024
Q4 		$950K Buy
13,743
+6,018
+78% +$435K ﹤0.01% 7088
2024
Q3 		$555K Buy
7,725
+4,213
+120% +$288K ﹤0.01% 8209
2024
Q2 		$230K Buy
+3,512
New +$229K ﹤0.01% 10043
2024
Q1 		– Sell
-5,437
Closed -$336K – 13549
2023
Q4 		$336K Buy
+5,437
New +$305K ﹤0.01% 9587
2023
Q3 		– Sell
-10,128
Closed -$589K – 13163
2023
Q2 		$589K Sell
10,128
-3,751
-27% -$207K ﹤0.01% 7918
2023
Q1 		$769K Buy
13,879
+3,094
+29% +$177K ﹤0.01% 7498
2022
Q4 		$584K Buy
10,785
+6,576
+156% +$356K ﹤0.01% 7440
2022
Q3 		$213K Sell
4,209
-1,720
-29% -$95.8K ﹤0.01% 10685
2022
Q2 		$303K Sell
5,929
-3,944
-40% -$220K ﹤0.01% 9547
2022
Q1 		$603K Sell
9,873
-10,157
-51% -$610K ﹤0.01% 8478
2021
Q4 		$1.26M Buy
20,030
+9,689
+94% +$608K ﹤0.01% 6663
2021
Q3 		$621K Sell
10,341
-4,717
-31% -$282K ﹤0.01% 8832
2021
Q2 		$926K Buy
15,058
+7,951
+112% +$481K ﹤0.01% 7973
2021
Q1 		$411K Sell
7,107
-21,151
-75% -$1.18M ﹤0.01% 9927
2020
Q4 		$1.44M Sell
28,258
-24,016
-46% -$1.1M ﹤0.01% 5832
2020
Q3 		$2.08M Buy
52,274
+23,306
+80% +$935K ﹤0.01% 4543
2020
Q2 		$1.13M Sell
28,968
-33,707
-54% -$1.17M ﹤0.01% 5629
2020
Q1 		$1.8M Buy
62,675
+29,171
+87% +$1.21M ﹤0.01% 4154
2019
Q4 		$1.61M Buy
33,504
+1,858
+6% +$82.5K ﹤0.01% 4673
2019
Q3 		$1.35M Buy
31,646
+25,946
+455% +$1.11M ﹤0.01% 5055
2019
Q2 		$256K Sell
5,700
-30,361
-84% -$1.34M ﹤0.01% 8628
2019
Q1 		$1.58M Sell
36,061
-52,491
-59% -$2.21M ﹤0.01% 4148
2018
Q4 		$3.23M Buy
88,552
+48,217
+120% +$2.05M ﹤0.01% 2831
2018
Q3 		$1.95M Buy
40,335
+22,665
+128% +$1.09M ﹤0.01% 4037
2018
Q2 		$829K Sell
17,670
-62,733
-78% -$2.88M ﹤0.01% 5745
2018
Q1 		$3.48M Buy
80,403
+7,403
+10% +$328K ﹤0.01% 3023
2017
Q4 		$3.18M Buy
73,000
+35,548
+95% +$1.49M ﹤0.01% 3142
2017
Q3 		$1.55M Sell
37,452
-49,527
-57% -$1.97M ﹤0.01% 4386
2017
Q2 		$3.51M Buy
86,979
+67,709
+351% +$2.69M ﹤0.01% 2902
2017
Q1 		$775K Sell
19,270
-16,614
-46% -$656K ﹤0.01% 5661
2016
Q4 		$1.38M Sell
35,884
-46,040
-56% -$1.71M ﹤0.01% 4850
2016
Q3 		$3M Buy
81,924
+64,444
+369% +$2.28M ﹤0.01% 2908
2016
Q2 		$579K Sell
17,480
-36,581
-68% -$1.21M ﹤0.01% 5878
2016
Q1 		$1.77M Sell
54,061
-8,528
-14% -$257K ﹤0.01% 4009
2015
Q4 		$2.04M Buy
62,589
+18,543
+42% +$624K ﹤0.01% 3991
2015
Q3 		$1.42M Buy
44,046
+23,645
+116% +$826K ﹤0.01% 4997
2015
Q2 		$748K Sell
20,401
-10,701
-34% -$396K ﹤0.01% 6805
2015
Q1 		$1.14M Sell
31,102
-31,919
-51% -$1.12M ﹤0.01% 5489
2014
Q4 		$2.21M Buy
63,021
+25,958
+70% +$881K ﹤0.01% 4281
2014
Q3 		$1.25M Buy
+37,063
New +$1.28M ﹤0.01% 5499
2013
Q3 		– Sell
-8,840
Closed -$250K – 8843
2013
Q2 		$250K Buy
+8,840
New +$240K ﹤0.01% 7117

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Jeff Yass's UPGD Position: Q2 2026 in Review

Jeff Yass reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 11% in Q2 2026, selling an estimated $53.7K and leaving 5,744 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #10054.

Jeff Yass first reported a position in UPGD in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.51M in Q2 2017. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

  • Jeff Yass held 5,744 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $471K as of Q2 2026.
  • Jeff Yass sold 685 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $53.7K.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10054 holding.
  • Jeff Yass first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and has held it in 47 quarters since.
  • Jeff Yass's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $3.51M in Q2 2017.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.