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Montag & Associates’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-30
Closed -$2K – 891
2021
Q4 		$2K Hold
30
– – ﹤0.01% 812
2021
Q3 		$2K Hold
30
– – ﹤0.01% 811
2021
Q2 		$2K Hold
30
– – ﹤0.01% 804
2021
Q1 		$2K Buy
+30
New +$1.68K ﹤0.01% 803

Other funds holding UPGD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Montag & Associates's UPGD Position: Q1 2022 in Review

Montag & Associates sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Montag & Associates first reported a position in UPGD in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 25 funds tracked by Wall St. Rank hold UPGD as of Q1 2022.

  • Montag & Associates reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 30 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2022, an estimated $2K.
  • Montag & Associates first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $2K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.