Ranch Capital Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-1,194	Closed	-$72K	–	620
2021 Q3	$72K	Buy	+1,194	New	+$71.4K	0.05%	231
2021 Q2	–	Sell	-1,194	Closed	-$72.2K	–	257
2021 Q1	$69K	Hold	1,194	–	–	0.05%	255
2020 Q4	$60K	Hold	1,194	–	–	0.04%	266
2020 Q3	$47K	Hold	1,194	–	–	0.04%	295
2020 Q2	$49K	Hold	1,194	–	–	0.04%	309
2020 Q1	$34K	Hold	1,194	–	–	0.03%	346
2019 Q4	$57K	Buy	+1,194	New	+$53K	0.05%	302

Other funds holding UPGD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ranch Capital Advisors's UPGD Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2021, closing a stake of 1,194 shares — an estimated $72K sold.

Ranch Capital Advisors first reported a position in UPGD in Q4 2019 and held it in 7 quarters. The position peaked at $72K in Q3 2021. 27 funds tracked by Wall St. Rank hold UPGD as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,194 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2021, an estimated $72K.
Ranch Capital Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $72K in Q3 2021.
27 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.