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

Provenance Wealth 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
2025
Q4 		– Sell
-55
Closed -$4.12K – 445
2025
Q3 		$4.12K Hold
55
– – ﹤0.01% 363
2025
Q2 		$3.9K Hold
55
– – ﹤0.01% 354
2025
Q1 		$3.85K Hold
55
– – ﹤0.01% 364
2024
Q4 		$3.8K Hold
55
– – ﹤0.01% 385
2024
Q3 		$3.95K Hold
55
– – ﹤0.01% 413
2024
Q2 		$3.6K Hold
55
– – ﹤0.01% 340
2024
Q1 		$3.64K Hold
55
– – ﹤0.01% 368
2023
Q4 		$3.4K Hold
55
– – ﹤0.01% 394
2023
Q3 		$3.06K Buy
+55
New +$3.21K ﹤0.01% 291

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Provenance Wealth Advisors's UPGD Position: Q4 2025 in Review

Provenance Wealth Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2025, closing a stake of 55 shares — an estimated $4.12K sold.

Provenance Wealth Advisors first reported a position in UPGD in Q3 2023 and held it in 9 quarters. The position peaked at $4.12K in Q3 2025. 35 funds tracked by Wall St. Rank hold UPGD as of Q4 2025.

  • Provenance Wealth Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 55 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2025, an estimated $4.12K.
  • Provenance Wealth Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2023 and held it in 9 quarters.
  • Provenance Wealth Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $4.12K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2025.

Based on Provenance Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.