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 Q2	$333K	Sell	4,065 -17	-0.4%	-$1.33K	0.18%	95
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 $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGP

Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Millstone Evans Group's UPGD Position: Q2 2026 in Review

Millstone Evans Group reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 0.42% in Q2 2026, selling an estimated $1.33K and leaving 4,065 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #95.

Millstone Evans Group first reported a position in UPGD in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Millstone Evans Group held 4,065 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $333K as of Q2 2026.
Millstone Evans Group sold 17 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $1.33K.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.18% of Millstone Evans Group's portfolio in Q2 2026, its #95 holding.
Millstone Evans Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.