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Quantinno Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Quantinno Capital 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 		$238K Hold
3,263
– – ﹤0.01% 3135
2025
Q4 		$241K Hold
3,263
– – ﹤0.01% 2957
2025
Q3 		$244K Hold
3,263
– – ﹤0.01% 2616
2025
Q2 		$232K Buy
+3,263
New +$225K ﹤0.01% 2224

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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Quantinno Capital Management's UPGD Position: Q1 2026 in Review

Quantinno Capital Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 3,263 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Quantinno Capital Management first reported a position in UPGD in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Quantinno Capital Management held 3,263 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $238K as of Q1 2026.
  • Quantinno Capital 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 Quantinno Capital Management's portfolio in Q1 2026, its #3135 holding.
  • Quantinno Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2025 and has held it in 4 quarters since.
  • Quantinno Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $244K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.