QCIG
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Quad-Cities Investment Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Quad-Cities Investment 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
2025
Q1 		– Sell
-2,968
Closed -$205K – 185
2024
Q4 		$205K Buy
2,968
+13
+0.4% +$940 0.1% 167
2024
Q3 		$212K Sell
2,955
-153
-5% -$10.5K 0.11% 166
2024
Q2 		$204K Sell
3,108
-100
-3% -$6.51K 0.11% 163
2024
Q1 		$212K Sell
3,208
-453
-12% -$28.5K 0.12% 163
2023
Q4 		$226K Buy
3,661
+16
+0.4% +$899 0.14% 149
2023
Q3 		$203K Hold
3,645
– – 0.14% 161
2023
Q2 		$212K Hold
3,645
– – 0.14% 156
2023
Q1 		$202K Buy
+3,645
New +$209K 0.14% 155
2022
Q2 		– Sell
-3,639
Closed -$222K – 193
2022
Q1 		$222K Buy
3,639
+300
+9% +$18K 0.14% 157
2021
Q4 		$210K Buy
3,339
+3
+0.1% +$188 0.13% 171
2021
Q3 		$200K Hold
3,336
– – 0.14% 164
2021
Q2 		$205K Buy
+3,336
New +$202K 0.14% 166
2019
Q4 		– Sell
-3,883
Closed -$166K – 721
2019
Q3 		$166K Sell
3,883
-38
-1% -$1.63K 0.14% 154
2019
Q2 		$176K Sell
3,921
-300
-7% -$13.2K 0.15% 145
2019
Q1 		$186K Buy
4,221
+5
+0.1% +$210 0.17% 131
2018
Q4 		$154K Buy
4,216
+300
+8% +$12.8K 0.16% 141
2018
Q3 		$191K Hold
3,916
– – 0.17% 133
2018
Q2 		$182K Buy
+3,916
New +$180K 0.17% 134

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Quad-Cities Investment Group's UPGD Position: Q1 2025 in Review

Quad-Cities Investment Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2025, closing a stake of 2,968 shares — an estimated $205K sold.

Quad-Cities Investment Group first reported a position in UPGD in Q2 2018 and held it in 18 quarters. The position peaked at $226K in Q4 2023. 33 funds tracked by Wall St. Rank hold UPGD as of Q1 2025.

  • Quad-Cities Investment Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2025 after selling out during the quarter.
  • Quad-Cities Investment Group sold 2,968 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2025, an estimated $205K.
  • Quad-Cities Investment Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2018 and held it in 18 quarters.
  • Quad-Cities Investment Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $226K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2025.

Based on Quad-Cities Investment Group's 13F filing for Q1 2025, filed 9 Apr 2025.