Morey & Quinn Wealth Partners’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Morey & Quinn Wealth Partners’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	$343K	Hold	4,704	–	–	0.24%	92
2025 Q4	$348K	Sell	4,704 -2	-0%	-$149	0.25%	93
2025 Q3	$352K	Hold	4,706	–	–	0.26%	93
2025 Q2	$334K	Sell	4,706 -210	-4%	-$14.4K	0.27%	88
2025 Q1	$344K	Sell	4,916 -165	-3%	-$11.7K	0.29%	81
2024 Q4	$351K	Buy	+5,081	New	+$368K	0.3%	84

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

Morey & Quinn Wealth Partners's UPGD Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 4,704 shares worth $343K. The position accounts for 0.24% of the portfolio, ranked #92.

Morey & Quinn Wealth Partners first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Morey & Quinn Wealth Partners held 4,704 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $343K as of Q1 2026.
Morey & Quinn Wealth Partners left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.24% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #92 holding.
Morey & Quinn Wealth Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
Morey & Quinn Wealth Partners's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $352K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.