Park Place Capital’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Park Place Capital’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	$11.7K	Buy	+161	New	+$12.3K	﹤0.01%	573

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

Park Place Capital's UPGD Position: Q1 2026 in Review

Park Place Capital opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026: 161 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings.

31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Park Place Capital held 161 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $11.7K as of Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF was a new Park Place Capital position in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Park Place Capital's portfolio in Q1 2026, its #573 holding.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.