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SeaCrest Wealth Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

SeaCrest Wealth 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
2018
Q4 		– Sell
-131
Closed -$6K – 2315
2018
Q3 		$6K Buy
+131
New +$6.31K ﹤0.01% 1820

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SeaCrest Wealth Management's UPGD Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2018, closing a stake of 131 shares — an estimated $6K sold.

SeaCrest Wealth Management first reported a position in UPGD in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 22 funds tracked by Wall St. Rank hold UPGD as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 131 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2018, an estimated $6K.
  • SeaCrest Wealth Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2018 and held it in 1 quarter.
  • SeaCrest Wealth Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $6K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.