LPL Financial
UPGD icon

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

LPL Financial’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 		$1.57M Buy
21,501
+9,407
+78% +$720K ﹤0.01% 3740
2025
Q4 		$895K Sell
12,094
-1,923
-14% -$143K ﹤0.01% 4187
2025
Q3 		$1.05M Buy
14,017
+20
+0.1% +$1.47K ﹤0.01% 3961
2025
Q2 		$993K Sell
13,997
-12,272
-47% -$844K ﹤0.01% 3766
2025
Q1 		$1.84M Buy
26,269
+18,023
+219% +$1.28M ﹤0.01% 3021
2024
Q4 		$570K Buy
8,246
+1
+0% +$72 ﹤0.01% 3982
2024
Q3 		$592K Buy
8,245
+97
+1% +$6.64K ﹤0.01% 3850
2024
Q2 		$534K Sell
8,148
-479
-6% -$31.2K ﹤0.01% 3822
2024
Q1 		$571K Buy
8,627
+1,450
+20% +$91.2K ﹤0.01% 3662
2023
Q4 		$443K Sell
7,177
-199
-3% -$11.2K ﹤0.01% 3759
2023
Q3 		$411K Sell
7,376
-2,003
-21% -$117K ﹤0.01% 3642
2023
Q2 		$546K Sell
9,379
-3
-0% -$166 ﹤0.01% 3368
2023
Q1 		$520K Buy
9,382
+887
+10% +$50.8K ﹤0.01% 3293
2022
Q4 		$460K Sell
8,495
-126
-1% -$6.83K ﹤0.01% 3326
2022
Q3 		$437K Buy
8,621
+272
+3% +$15.2K ﹤0.01% 3278
2022
Q2 		$427K Sell
8,349
-2,494
-23% -$139K ﹤0.01% 3337
2022
Q1 		$662K Sell
10,843
-2,067
-16% -$124K ﹤0.01% 2969
2021
Q4 		$812K Buy
12,910
+520
+4% +$32.6K ﹤0.01% 2842
2021
Q3 		$744K Buy
12,390
+197
+2% +$11.8K ﹤0.01% 2854
2021
Q2 		$750K Buy
12,193
+484
+4% +$29.3K ﹤0.01% 2809
2021
Q1 		$678K Buy
11,709
+1,846
+19% +$103K ﹤0.01% 2756
2020
Q4 		$502K Sell
9,863
-211
-2% -$9.69K ﹤0.01% 2755
2020
Q3 		$401K Sell
10,074
-363
-3% -$14.6K ﹤0.01% 2658
2020
Q2 		$408K Sell
10,437
-760
-7% -$26.4K ﹤0.01% 2583
2020
Q1 		$321K Buy
11,197
+281
+3% +$11.6K ﹤0.01% 2449
2019
Q4 		$525K Buy
10,916
+84
+0.8% +$3.73K ﹤0.01% 2338
2019
Q3 		$461K Sell
10,832
-650
-6% -$27.9K ﹤0.01% 2320
2019
Q2 		$516K Sell
11,482
-1,085
-9% -$47.8K ﹤0.01% 2256
2019
Q1 		$549K Buy
12,567
+698
+6% +$29.4K ﹤0.01% 2164
2018
Q4 		$433K Sell
11,869
-8,322
-41% -$355K ﹤0.01% 2153
2018
Q3 		$978K Sell
20,191
-175
-0.9% -$8.43K ﹤0.01% 1687
2018
Q2 		$953K Buy
20,366
+1,836
+10% +$84.3K ﹤0.01% 1658
2018
Q1 		$802K Sell
18,530
-986
-5% -$43.7K ﹤0.01% 1776
2017
Q4 		$849K Sell
19,516
-3,229
-14% -$135K ﹤0.01% 1646
2017
Q3 		$942K Sell
22,745
-3,997
-15% -$159K ﹤0.01% 1484
2017
Q2 		$1.08M Sell
26,742
-5,835
-18% -$232K ﹤0.01% 1321
2017
Q1 		$1.3M Sell
32,577
-1,256
-4% -$49.6K 0.01% 1085
2016
Q4 		$1.31M Buy
33,833
+3,011
+10% +$112K 0.01% 1043
2016
Q3 		$1.12M Buy
30,822
+14,262
+86% +$505K 0.01% 1111
2016
Q2 		$548K Sell
16,560
-16,853
-50% -$555K ﹤0.01% 1593
2016
Q1 		$1.08M Sell
33,413
-9,613
-22% -$290K ﹤0.01% 1616
2015
Q4 		$1.38M Buy
43,026
+17,366
+68% +$584K ﹤0.01% 1421
2015
Q3 		$857K Sell
25,660
-6,355
-20% -$222K ﹤0.01% 1351
2015
Q2 		$1.16M Buy
32,015
+8,218
+35% +$304K 0.01% 1251
2015
Q1 		$862K Sell
23,797
-2,461
-9% -$86.5K ﹤0.01% 1461
2014
Q4 		$919K Sell
26,258
-3,033
-10% -$103K 0.01% 1365
2014
Q3 		$971K Buy
29,291
+783
+3% +$27.1K 0.01% 1288
2014
Q2 		$1.01M Buy
28,508
+5,346
+23% +$181K 0.01% 1315
2014
Q1 		$796K Buy
23,162
+3,641
+19% +$122K ﹤0.01% 1410
2013
Q4 		$655K Buy
19,521
+2,109
+12% +$67.2K ﹤0.01% 1539
2013
Q3 		$542K Sell
17,412
-941
-5% -$28K ﹤0.01% 1592
2013
Q2 		$519K Buy
+18,353
New +$498K ﹤0.01% 1540

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $141M AUM 17.8% 1-Year Est. Return

LPL Financial's UPGD Position: Q1 2026 in Review

LPL Financial increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 78% in Q1 2026, buying an estimated $720K and bringing the position to 21,501 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

LPL Financial first reported a position in UPGD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.84M in Q1 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • LPL Financial held 21,501 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $1.57M as of Q1 2026.
  • LPL Financial bought 9,407 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $720K.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3740 holding.
  • LPL Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.84M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.