Steward Partners Investment Advisory’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Steward Partners Investment 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
2026 Q1	$1.82K	Hold	25	–	–	﹤0.01%	4081
2025 Q4	$1.85K	Hold	25	–	–	﹤0.01%	3980
2025 Q3	$1.87K	Hold	25	–	–	﹤0.01%	3938
2025 Q2	$1.77K	Hold	25	–	–	﹤0.01%	3762
2025 Q1	$1.75K	Hold	25	–	–	﹤0.01%	3672
2024 Q4	$1.73K	Buy	+25	New	+$1.81K	﹤0.01%	3669

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

TRCT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Steward Partners Investment Advisory's UPGD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 25 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

Steward Partners Investment Advisory first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Steward Partners Investment Advisory held 25 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $1.82K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4081 holding.
Steward Partners Investment Advisory first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.87K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.