MGB Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

MGB Wealth 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	$423K	Buy	5,712 +12	+0.2%	+$893	0.12%	145
2025 Q3	$427K	Hold	5,700	–	–	0.12%	141
2025 Q2	$404K	Hold	5,700	–	–	0.13%	146
2025 Q1	$399K	Hold	5,700	–	–	0.14%	138
2024 Q4	$394K	Hold	5,700	–	–	0.12%	136
2024 Q3	$410K	Sell	5,700 -350	-6%	-$24K	0.15%	136
2024 Q2	$409K	Hold	6,050	–	–	0.15%	131
2024 Q1	$400K	Hold	6,050	–	–	0.16%	134
2023 Q4	$374K	Buy	+6,050	New	+$340K	0.19%	132

Other funds holding UPGD

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGB Wealth Management's UPGD Position: Q4 2025 in Review

MGB Wealth Management increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 0.21% in Q4 2025, buying an estimated $893 and bringing the position to 5,712 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #145.

MGB Wealth Management first reported a position in UPGD in Q4 2023 and has held it in 9 quarters since. The position peaked at $427K in Q3 2025. 35 funds tracked by Wall St. Rank hold UPGD as of Q4 2025.

MGB Wealth Management held 5,712 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $423K as of Q4 2025.
MGB Wealth Management bought 12 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2025, an estimated $893.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #145 holding.
MGB Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $427K in Q3 2025.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.