Oxford Financial Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Oxford Financial Group’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	$729K	Hold	10,000	–	–	0.04%	124
2025 Q4	$740K	Hold	10,000	–	–	0.04%	110
2025 Q3	$749K	Hold	10,000	–	–	0.04%	108
2025 Q2	$710K	Hold	10,000	–	–	0.04%	101
2025 Q1	$700K	Hold	10,000	–	–	0.05%	103
2024 Q4	$691K	Hold	10,000	–	–	0.04%	113
2024 Q3	$719K	Hold	10,000	–	–	0.05%	106
2024 Q2	$655K	Hold	10,000	–	–	0.04%	120
2024 Q1	$662K	Sell	10,000 -120	-1%	-$7.55K	0.05%	106
2023 Q4	$625K	Hold	10,120	–	–	0.05%	112
2023 Q3	$564K	Hold	10,120	–	–	0.05%	113
2023 Q2	$589K	Hold	10,120	–	–	0.06%	123
2023 Q1	$561K	Hold	10,120	–	–	0.06%	98
2022 Q4	$548K	Hold	10,120	–	–	0.06%	102
2022 Q3	$513K	Hold	10,120	–	–	0.08%	97
2022 Q2	$518K	Hold	10,120	–	–	0.08%	103
2022 Q1	$618K	Hold	10,120	–	–	0.08%	102
2021 Q4	$636K	Hold	10,120	–	–	0.07%	106
2021 Q3	$608K	Hold	10,120	–	–	0.08%	101
2021 Q2	$622K	Hold	10,120	–	–	0.08%	98
2021 Q1	$586K	Hold	10,120	–	–	0.08%	100
2020 Q4	$515K	Hold	10,120	–	–	0.07%	100
2020 Q3	$403K	Hold	10,120	–	–	0.07%	106
2020 Q2	$395K	Hold	10,120	–	–	0.07%	107
2020 Q1	$290K	Buy	+10,120	New	+$419K	0.06%	121

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

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

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $141M AUM 17.8% 1-Year Est. Return

Oxford Financial Group's UPGD Position: Q1 2026 in Review

Oxford Financial Group held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 10,000 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #124.

Oxford Financial Group first reported a position in UPGD in Q1 2020 and has held it in 25 quarters since. The position peaked at $749K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Oxford Financial Group held 10,000 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $729K as of Q1 2026.
Oxford Financial Group left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #124 holding.
Oxford Financial Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2020 and has held it in 25 quarters since.
Oxford Financial Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $749K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.