Smith, Moore & Co’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Smith, Moore & Co’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
2025 Q2	–	Sell	-2,895	Closed	-$203K	–	530
2025 Q1	$203K	Sell	2,895 -300	-9%	-$21.3K	0.02%	463
2024 Q4	$221K	Buy	3,195 +400	+14%	+$28.9K	0.02%	440
2024 Q3	$201K	Sell	2,795 -300	-10%	-$20.5K	0.02%	450
2024 Q2	$203K	Hold	3,095	–	–	0.02%	427
2024 Q1	$205K	Buy	+3,095	New	+$195K	0.02%	413
2022 Q1	–	Sell	-3,295	Closed	-$207K	–	437
2021 Q4	$207K	Buy	+3,295	New	+$207K	0.03%	382

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 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 $1.86B AUM 19.25% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HSA

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

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

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

Smith, Moore & Co's UPGD Position: Q2 2025 in Review

Smith, Moore & Co sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2025, closing a stake of 2,895 shares — an estimated $203K sold.

Smith, Moore & Co first reported a position in UPGD in Q4 2021 and held it in 6 quarters. The position peaked at $221K in Q4 2024. 35 funds tracked by Wall St. Rank hold UPGD as of Q2 2025.

Smith, Moore & Co reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2025 after selling out during the quarter.
Smith, Moore & Co sold 2,895 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2025, an estimated $203K.
Smith, Moore & Co first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2021 and held it in 6 quarters.
Smith, Moore & Co's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $221K in Q4 2024.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2025.

Based on Smith, Moore & Co's 13F filing for Q2 2025, filed 13 Aug 2025.