Total Wealth Planning & Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Total Wealth Planning & Management’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	$478K	Hold	5,831	–	–	0.32%	107
2026 Q1	$425K	Hold	5,831	–	–	0.31%	111
2025 Q4	$431K	Buy	+5,831	New	+$434K	0.32%	95
2025 Q2	$414K	Sell	5,831 -47	-0.8%	-$3.23K	0.34%	107
2025 Q1	$412K	Hold	5,878	–	–	0.39%	89
2024 Q4	$406K	Buy	+5,878	New	+$425K	0.37%	78

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

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Total Wealth Planning & Management's UPGD Position: Q2 2026 in Review

Total Wealth Planning & Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 5,831 shares worth $478K. The position accounts for 0.32% of the portfolio, ranked #107.

Total Wealth Planning & Management first reported a position in UPGD in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Total Wealth Planning & Management held 5,831 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $478K as of Q2 2026.
Total Wealth Planning & Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #107 holding.
Total Wealth Planning & Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.