Millstone Evans Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Millstone Evans Group’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	$297K	Hold	4,082	–	–	0.18%	102
2025 Q4	$302K	Sell	4,082 -330	-7%	-$24.5K	0.18%	101
2025 Q3	$330K	Sell	4,412 -100	-2%	-$7.35K	0.21%	83
2025 Q2	$320K	Hold	4,512	–	–	0.22%	84
2025 Q1	$316K	Hold	4,512	–	–	0.21%	85
2024 Q4	$312K	Buy	+4,512	New	+$326K	0.21%	81

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millstone Evans Group's UPGD Position: Q1 2026 in Review

Millstone Evans Group held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 4,082 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #102.

Millstone Evans Group first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Millstone Evans Group held 4,082 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $297K as of Q1 2026.
Millstone Evans Group left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.18% of Millstone Evans Group's portfolio in Q1 2026, its #102 holding.
Millstone Evans Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $330K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.