MMHP
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Murphy Middleton Hinkle & Parker’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Murphy Middleton Hinkle & Parker’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 		– Sell
-627
Closed -$320K – 222
2025
Q4 		$320K Buy
+627
New +$46.6K 0.15% 109

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's UPGD Position: Q1 2026 in Review

Murphy Middleton Hinkle & Parker sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 627 shares — an estimated $320K sold.

Murphy Middleton Hinkle & Parker first reported a position in UPGD in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Murphy Middleton Hinkle & Parker reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 627 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $320K.
  • Murphy Middleton Hinkle & Parker first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2025 and held it in 1 quarter.
  • Murphy Middleton Hinkle & Parker's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $320K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q1 2026, filed 15 Apr 2026.