Raymond James Financial’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Raymond James Financial’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	$11.6M	Sell	159,586 -5,000	-3%	-$383K	﹤0.01%	1884
2025 Q4	$12.2M	Buy	164,586 +3,377	+2%	+$251K	﹤0.01%	1802
2025 Q3	$12.1M	Sell	161,209 -18,614	-10%	-$1.37M	﹤0.01%	1773
2025 Q2	$12.8M	Sell	179,823 -4,456	-2%	-$307K	﹤0.01%	1696
2025 Q1	$12.9M	Sell	184,279 -10,448	-5%	-$741K	﹤0.01%	1624
2024 Q4	$13.5M	Buy	+194,727	New	+$14.1M	0.01%	1611

Other funds holding UPGD

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.97B AUM 22.31% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $148M AUM

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

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

Raymond James Financial's UPGD Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 3% in Q1 2026, selling an estimated $383K and leaving 159,586 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Raymond James Financial first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5M in Q4 2024. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Raymond James Financial held 159,586 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $11.6M as of Q1 2026.
Raymond James Financial sold 5,000 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $383K.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1884 holding.
Raymond James Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $13.5M in Q4 2024.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.