Keating Financial Advisory Services’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Keating Financial Advisory Services’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	$12.3K	Hold	169	–	–	﹤0.01%	1062
2025 Q4	$12.5K	Buy	+169	New	+$12.6K	﹤0.01%	1025

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

Keating Financial Advisory Services's UPGD Position: Q1 2026 in Review

Keating Financial Advisory Services held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 169 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Keating Financial Advisory Services first reported a position in UPGD in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.5K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Keating Financial Advisory Services held 169 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $12.3K as of Q1 2026.
Keating Financial Advisory Services left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1062 holding.
Keating Financial Advisory Services first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $12.5K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.