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 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 $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 $146M AUM 22.8% 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 $135M AUM

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

Stifel Financial's UPGD Position: Q1 2026 in Review

Stifel Financial reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 13% in Q1 2026, selling an estimated $34.1K and leaving 2,951 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Stifel Financial first reported a position in UPGD in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.66M in Q3 2016. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Stifel Financial held 2,951 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $215K as of Q1 2026.
Stifel Financial sold 446 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $34.1K.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3384 holding.
Stifel Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2015 and has held it in 6 quarters since.
Stifel Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.66M in Q3 2016.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.