NewEdge Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

NewEdge Advisors’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
2024 Q1	–	Sell	-3,859	Closed	-$237K	–	3979
2023 Q4	$237K	Sell	3,859 -2,903	-43%	-$163K	﹤0.01%	1647
2023 Q3	$377K	Buy	6,762 +260	+4%	+$15.2K	﹤0.01%	1312
2023 Q2	$378K	Sell	6,502 -287	-4%	-$15.9K	﹤0.01%	1336
2023 Q1	$376K	Buy	6,789 +4,527	+200%	+$259K	﹤0.01%	1248
2022 Q4	$123K	Buy	+2,262	New	+$123K	﹤0.01%	1362

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

NewEdge Advisors's UPGD Position: Q1 2024 in Review

NewEdge Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2024, closing a stake of 3,859 shares — an estimated $237K sold.

NewEdge Advisors first reported a position in UPGD in Q4 2022 and held it in 5 quarters. The position peaked at $378K in Q2 2023. 27 funds tracked by Wall St. Rank hold UPGD as of Q1 2024.

NewEdge Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 3,859 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2024, an estimated $237K.
NewEdge Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2022 and held it in 5 quarters.
NewEdge Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $378K in Q2 2023.
27 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.