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

Stifel 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 Q2	$242K	Hold	2,951	–	–	﹤0.01%	3407
2026 Q1	$215K	Sell	2,951 -446	-13%	-$34.1K	﹤0.01%	3384
2025 Q4	$251K	Buy	+3,397	New	+$253K	﹤0.01%	3259
2016 Q4	–	Sell	-45,673	Closed	-$1.66M	–	2564
2016 Q3	$1.66M	Buy	45,673 +944	+2%	+$33.4K	0.01%	1081
2016 Q2	$1.48M	Buy	44,729 +1,401	+3%	+$46.2K	0.01%	1145
2016 Q1	$1.42M	Buy	43,328 +9,192	+27%	+$278K	0.01%	1072
2015 Q4	$1.11M	Buy	+34,136	New	+$1.15M	0.01%	1247

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

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

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial's UPGD Position: Q2 2026 in Review

Stifel Financial held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 2,951 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Stifel Financial first reported a position in UPGD in Q4 2015 and has held it in 7 quarters since. The position peaked at $1.66M in Q3 2016. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Stifel Financial held 2,951 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $242K as of Q2 2026.
Stifel Financial left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3407 holding.
Stifel Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2015 and has held it in 7 quarters since.
Stifel Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.66M in Q3 2016.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.