Northwestern Mutual Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Northwestern Mutual Wealth Management’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	$106K	Hold	1,450	–	–	﹤0.01%	2153
2025 Q4	$107K	Hold	1,450	–	–	﹤0.01%	2108
2025 Q3	$109K	Hold	1,450	–	–	﹤0.01%	2011
2025 Q2	$103K	Hold	1,450	–	–	﹤0.01%	1982
2025 Q1	$102K	Hold	1,450	–	–	﹤0.01%	1921
2024 Q4	$100K	Hold	1,450	–	–	﹤0.01%	1916
2024 Q3	$104K	Hold	1,450	–	–	﹤0.01%	1880
2024 Q2	$95K	Hold	1,450	–	–	﹤0.01%	1850
2024 Q1	$95.9K	Hold	1,450	–	–	﹤0.01%	1822
2023 Q4	$89.6K	Hold	1,450	–	–	﹤0.01%	1827
2023 Q3	$80.8K	Hold	1,450	–	–	﹤0.01%	1792
2023 Q2	$84.4K	Hold	1,450	–	–	﹤0.01%	1791
2023 Q1	$80.3K	Hold	1,450	–	–	﹤0.01%	1770
2022 Q4	$78.6K	Hold	1,450	–	–	﹤0.01%	1758
2022 Q3	$73K	Hold	1,450	–	–	﹤0.01%	1759
2022 Q2	$74K	Hold	1,450	–	–	﹤0.01%	1771
2022 Q1	$89K	Hold	1,450	–	–	﹤0.01%	1764
2021 Q4	$91K	Sell	1,450 -206	-12%	-$12.9K	﹤0.01%	1745
2021 Q3	$99K	Buy	1,656 +206	+14%	+$12.3K	﹤0.01%	1636
2021 Q2	$89K	Hold	1,450	–	–	﹤0.01%	1639
2021 Q1	$84K	Hold	1,450	–	–	﹤0.01%	1555
2020 Q4	$74K	Hold	1,450	–	–	﹤0.01%	1522
2020 Q3	$58K	Hold	1,450	–	–	﹤0.01%	1450
2020 Q2	$57K	Hold	1,450	–	–	﹤0.01%	1407
2020 Q1	$42K	Hold	1,450	–	–	﹤0.01%	1463
2019 Q4	$70K	Hold	1,450	–	–	﹤0.01%	1325
2019 Q3	$62K	Hold	1,450	–	–	﹤0.01%	1348
2019 Q2	$65K	Hold	1,450	–	–	﹤0.01%	1293
2019 Q1	$63K	Buy	+1,450	New	+$61K	﹤0.01%	1253

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

Northwestern Mutual Wealth Management's UPGD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 1,450 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Northwestern Mutual Wealth Management first reported a position in UPGD in Q1 2019 and has held it in 29 quarters since. The position peaked at $109K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Northwestern Mutual Wealth Management held 1,450 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $106K as of Q1 2026.
Northwestern Mutual Wealth Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2153 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2019 and has held it in 29 quarters since.
Northwestern Mutual Wealth Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $109K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.