LFP
UPGD icon

Lakeshore Financial Planning’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Lakeshore Financial Planning’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
2025
Q1 		– Sell
-2,950
Closed -$204K – 85
2024
Q4 		$204K Hold
2,950
– – 0.09% 76
2024
Q3 		$212K Buy
+2,950
New +$202K 0.09% 71

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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 $1.86B AUM 19.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Lakeshore Financial Planning's UPGD Position: Q1 2025 in Review

Lakeshore Financial Planning sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2025, closing a stake of 2,950 shares — an estimated $204K sold.

Lakeshore Financial Planning first reported a position in UPGD in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 33 funds tracked by Wall St. Rank hold UPGD as of Q1 2025.

  • Lakeshore Financial Planning reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 2,950 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2025, an estimated $204K.
  • Lakeshore Financial Planning first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2024 and held it in 2 quarters.
  • Lakeshore Financial Planning's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $212K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2025.

Based on Lakeshore Financial Planning's 13F filing for Q1 2025, filed 15 May 2025.