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MAI Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

MAI Capital Management’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
Q4 		– Sell
-275
Closed -$20.6K – 4494
2025
Q3 		$20.6K Hold
275
– – ﹤0.01% 2391
2025
Q2 		$19.5K Hold
275
– – ﹤0.01% 2360
2025
Q1 		$19.3K Hold
275
– – ﹤0.01% 2200
2024
Q4 		$19K Buy
+275
New +$19.9K ﹤0.01% 2245

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MAI Capital Management's UPGD Position: Q4 2025 in Review

MAI Capital Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2025, closing a stake of 275 shares — an estimated $20.6K sold.

MAI Capital Management first reported a position in UPGD in Q4 2024 and held it in 4 quarters. The position peaked at $20.6K in Q3 2025. 35 funds tracked by Wall St. Rank hold UPGD as of Q4 2025.

  • MAI Capital Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 275 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2025, an estimated $20.6K.
  • MAI Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $20.6K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.