RPg Family Wealth Advisory’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

RPg Family Wealth Advisory’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
2018 Q2	–	Sell	-235	Closed	-$10.2K	–	299
2018 Q1	$10.2K	Sell	235 -6,799	-97%	-$301K	0.01%	238
2017 Q4	$306K	Buy	7,034 +415	+6%	+$17.4K	0.26%	40
2017 Q3	$274K	Sell	6,619 -185	-3%	-$7.37K	0.22%	41
2017 Q2	$274K	Sell	6,804 -2,076	-23%	-$82.5K	0.24%	42
2017 Q1	$357K	Buy	8,880 +390	+5%	+$15.4K	0.3%	39
2016 Q4	$326K	Buy	8,490 +785	+10%	+$29.2K	0.28%	49
2016 Q3	$282K	Sell	7,705 -6,919	-47%	-$245K	0.2%	53
2016 Q2	$489K	Buy	14,624 +8,022	+122%	+$264K	0.21%	45
2016 Q1	$216K	Sell	6,602 -325	-5%	-$9.81K	0.17%	60
2015 Q4	$226K	Buy	+6,927	New	+$233K	0.21%	40

Other funds holding UPGD

RJA

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

RJFSA

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPg Family Wealth Advisory's UPGD Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2018, closing a stake of 235 shares — an estimated $10.2K sold.

RPg Family Wealth Advisory first reported a position in UPGD in Q4 2015 and held it in 10 quarters. The position peaked at $489K in Q2 2016. 21 funds tracked by Wall St. Rank hold UPGD as of Q2 2018.

RPg Family Wealth Advisory reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 235 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2018, an estimated $10.2K.
RPg Family Wealth Advisory first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2015 and held it in 10 quarters.
RPg Family Wealth Advisory's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $489K in Q2 2016.
21 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.