MCF Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

MCF Advisors’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
2018 Q1	–	Sell	-204	Closed	-$9K	–	517
2017 Q4	$9K	Hold	204	–	–	﹤0.01%	344
2017 Q3	$8K	Hold	204	–	–	﹤0.01%	357
2017 Q2	$8K	Hold	204	–	–	﹤0.01%	379
2017 Q1	$8K	Hold	204	–	–	﹤0.01%	367
2016 Q4	$8K	Hold	204	–	–	﹤0.01%	339
2016 Q3	$7K	Hold	204	–	–	﹤0.01%	356
2016 Q2	$7K	Hold	204	–	–	﹤0.01%	382
2016 Q1	$7K	Hold	204	–	–	﹤0.01%	360
2015 Q4	$7K	Hold	204	–	–	﹤0.01%	372
2015 Q3	$7K	Hold	204	–	–	﹤0.01%	358
2015 Q2	$7K	Hold	204	–	–	﹤0.01%	365
2015 Q1	$7K	Hold	204	–	–	﹤0.01%	356
2014 Q4	$7K	Hold	204	–	–	﹤0.01%	344
2014 Q3	$7K	Hold	204	–	–	﹤0.01%	353
2014 Q2	$7K	Hold	204	–	–	﹤0.01%	342
2014 Q1	$7K	Hold	204	–	–	﹤0.01%	340
2013 Q4	$7K	Buy	+204	New	+$6.5K	﹤0.01%	315

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MCF Advisors's UPGD Position: Q1 2018 in Review

MCF Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2018, closing a stake of 204 shares — an estimated $9K sold.

MCF Advisors first reported a position in UPGD in Q4 2013 and held it in 17 quarters. The position peaked at $9K in Q4 2017. 19 funds tracked by Wall St. Rank hold UPGD as of Q1 2018.

MCF Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2018 after selling out during the quarter.
MCF Advisors sold 204 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2018, an estimated $9K.
MCF Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2013 and held it in 17 quarters.
MCF Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $9K in Q4 2017.
19 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2018.

Based on MCF Advisors's 13F filing for Q1 2018, filed 10 May 2018.