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 Q2	$326K	Sell	3,979 -725	-15%	-$56.9K	0.21%	106
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 $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

Morey & Quinn Wealth Partners's UPGD Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 15% in Q2 2026, selling an estimated $56.9K and leaving 3,979 shares worth $326K. The position accounts for 0.21% of the portfolio, ranked #106.

Morey & Quinn Wealth Partners first reported a position in UPGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Morey & Quinn Wealth Partners held 3,979 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $326K as of Q2 2026.
Morey & Quinn Wealth Partners sold 725 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2026, an estimated $56.9K.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.21% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #106 holding.
Morey & Quinn Wealth Partners first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $352K in Q3 2025.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.