Sutton Wealth Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$22.3K	Hold	400	–	–	0.01%	345
2023 Q2	$23.3K	Hold	400	–	–	0.01%	333
2023 Q1	$22.2K	Hold	400	–	–	0.01%	298
2022 Q4	$21.7K	Hold	400	–	–	0.01%	662
2022 Q3	$20.3K	Hold	400	–	–	0.01%	659
2022 Q2	$20.5K	Hold	400	–	–	0.01%	667
2022 Q1	$24.4K	Hold	400	–	–	0.01%	644
2021 Q4	$25.1K	Hold	400	–	–	0.01%	644
2021 Q3	$24K	Hold	400	–	–	0.01%	640
2021 Q2	$24.6K	Hold	400	–	–	0.01%	640
2021 Q1	$23.1K	Hold	400	–	–	0.01%	627
2020 Q4	$20.4K	Hold	400	–	–	0.01%	611
2020 Q3	$15.9K	Hold	400	–	–	0.01%	607
2020 Q2	$15.6K	Hold	400	–	–	0.01%	603
2020 Q1	$11.5K	Hold	400	–	–	0.01%	620
2019 Q4	$19.2K	Hold	400	–	–	0.01%	613
2019 Q3	$17K	Hold	400	–	–	0.01%	633
2019 Q2	$18K	Hold	400	–	–	0.01%	614
2019 Q1	$17.5K	Hold	400	–	–	0.01%	626
2018 Q4	$14.6K	Hold	400	–	–	0.01%	630
2018 Q3	$19.4K	Hold	400	–	–	0.01%	603
2018 Q2	$18.7K	Hold	400	–	–	0.01%	614
2018 Q1	$17.3K	Buy	+400	New	+$17.7K	0.01%	629

Other funds holding UPGD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

HSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

TRCT

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Sutton Wealth Advisors's UPGD Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q3 2023 at 400 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #345.

Sutton Wealth Advisors first reported a position in UPGD in Q1 2018 and has held it in 23 quarters since. The position peaked at $25.1K in Q4 2021. 25 funds tracked by Wall St. Rank hold UPGD as of Q3 2023.

Sutton Wealth Advisors held 400 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $22.3K as of Q3 2023.
Sutton Wealth Advisors left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q3 2023.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #345 holding.
Sutton Wealth Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $25.1K in Q4 2021.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.